December 2024: Easing Pressure
In December 2024, traded values of corporate bonds rose to VND140tn (+29% mom, +60% yoy). The Banks and Real Estate sectors accounted for 31/48% of the total traded volumes (-12%p/+16%p compared to the annual average).
Featured Analysis
ACB – Brief – [NONRATED] – Defending earnings growth in 4Q24
VHC – Brief – [BUY] – Weaker-than-expected results in Dec-24
VOS – Brief – [NONRATED] – Lower freight rates dampened 4Q24 profit
TCB – Earnings review – [HOLD] – Unattractive earnings growth in 4Q24
FMC – Earnings review – [HOLD] – Led by KAF…
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