Vietnam Seaport Segment (Neutral) - Pressure from weakening demand
Vietnam saw solid growth in its international trade performance in 2022. The country's export-import value recorded a growth rate of 9.1% YoY,...
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Seaport segment (Overweight/Maintain) - Maintaining stability
In 1H22, listed companies in the seaport segment in general recorded growth in business activities, although the growth rate has shown signs of...
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[Initial Coverage] GMD - A Mix of Tailwinds and Headwinds
With the 1st phase of the Nam Dinh Vu port’s operation, GMD is now the second-biggest port operator in Haiphong with around 1.3 mn TEU per annum in...
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