Construction Sector - Promising Outlook, but Stretched Valuation
By end-August 2023, the Vietnamese government’s estimated disbursement was VND319,985bn, achieving 39.4% of its FY23 target.
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Construction Sector - Expectations Priced In & Further Supportive Catalysts Needed
By end-April 2023, the Vietnamese government’s estimated disbursement was VND112,786bn, achieving 14.63% of its FY23 target.
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Industry Report - Construction - Overweight - Buil up the Nation
Real estate developers suffered serious damage from the corporate bond market’s turmoil, which squeezed their liquidity and consequently delayed...
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