Oil & Gas – In-depth – [NEUTRAL] – 2025 Outlook: LNG gains the spotlight
We strongly believe that LNG segment could be bright spot for Oil & Gas sector in 2025F. LNG consumption, led by the official run of Nhon Trach 3&4 LNG-fired power plants, could bloom strong in 2H25F. On the other hand, the sector face risks from a poor oil price outlook in 2025F, driven by global uncertainties and president-elect Trump’s oil unleashing claims
Featured Analysis
Derivatives: Uptrend sustained
Fund flow: The outflow trend has cooled
Derivatives: Breaking through previous peak
Market commentary: Foreign investors strongly return to net buying
SBV returns to net injection as interbank rates surge
Derivatives: Breakout signal
Market commentary: Late-session buying interest
