MSH
07
July
Textile & Garment – In-depth – [NEUTRAL] – 2H25 Outlook: “Tariffs” pose major headwinds
The prospects of T&G sector become more uncertain in 2H25F onwards. As we observe the US market (the largest markets of Vietnamese T&G exports) which will likely face to notable...
12
May
MSH – Brief – [NONRATED] – Solid growth in 1Q25 but risks loom from 2Q25F onward
in 1Q25, MSH’s revenue posted to VND1,036bn (+34.5% yoy/ -27.5% qoq), the MSH’s revenue growth outperformed compared to Vietnam T&G export thanks to the robust growth of CMT orders. Gross...
13
February
Textile & Garment – Sector Note – [Nonrated] – On a growth track
In 4Q24, textile and garment sector continued a growth stance in both manufacturing and export activity. Particularly, clothing, fabric and yarn domestic production soared by a double-digit in 4Q24. Notably,...
11
November
Textile & Garment – Note – [Nonrated] – Signals of shinning prospect
In 3Q24, textile and garment turned more vibrate in both manufacturing and export activity. Particularly, clothing, fabric and yarn domestic production grew by double-digit in 3Q24, meanwhile, the exports of...
Featured Analysis
Derivatives: Awaiting the next signal
Market commentary: Green returns
Covered warrant: Liquidity continues to increase
Derivatives: Bearish sentiment
Market commentary: Broad-based selling pressure
SBV returns to net liquidity injection amid cooling interbank rates
Market commentary: Negative developments
