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bullishMacroeconomics
18 Nov 2024 23:10Broker

Vietnam Macro Note - Vietnam remains on US Currency Monitoring List

In line with our expectation mentioned in our Macro Note published on June 24, 2024, Vietnam remains on the Treasury’s Monitoring List (currency...

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Vietcap
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16 Nov 2024 01:23Broker

Oil & Gas Sector Update - Lowering oil price forecasts on increased risks to global trade

Tougher US trade policies with China and potential retaliation could renew a trade war that weighs on global trade and oil consumption: US...

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Vietcap
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14 Nov 2024 09:21Broker

ACV - Strong International Traffic Recovery, Softer Near-Term Domestic Pax Outlook

We increase our target price (TP) for ACV by 18% but reiterate our MARKET PERFORM rating as ACV’s share price has increased by 11% in the last...

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Vietcap
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bullishGemadept Corp
14 Nov 2024 09:18Broker

GMD VN - Capacity Constraints to Cap 2025F Earnings

Our higher TP is mainly due to a 16% higher valuation for its core businesses (i.e., ports and consolidated logistics), and 7% increase in...

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Vietcap
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bullishMacroeconomics
14 Nov 2024 09:16Broker

Macro Update - Macro Data Remains Solid in October

Production continued growing after Typhoon Yagi: In 10M 2024, the overall IIP and manufacturing IIP increased 8.3% YoY and 9.6% YoY, respectively.

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