[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...
363 Views
Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
3.6k Views
Natural Rubber Industry as of Q3 2016
Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...
1.9k Views
Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise
My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...
245 Views
Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification
This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP...
236 Views