JSCB for Foreign Trade of Vietnam (VCB – Hold) - Keep moving forward
By end-2022, the total assets of JSCB for Foreign Trade of Vietnam (VCB) reached VND1,814tr (US$77.2bn, +28.2% YoY), recording a five-year-high...
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Vietnamese Banks 4Q 2022 Results Screener; Our Pick Is Techcombank
We see selective value in Vietnamese banks and recommend holders to switch out of Vietcombank into Techcombank due to its modest valuations, low...
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Banking Sector - 2022 Update and Outlook - Aftermath of cheap money cycle and real estate boom
By the end of 4Q22, credit growth reached 14.5%, the highest since 2018. Credit growth was lower than expected, in light of the high credit growth...
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MVIS Vietnam Index Rebalance: One Add, Two Deletes
There is 1 addition and 2 deletions for the MVIS Vietnam Index. There are a lot of float and capping changes that will result in one-way turnover...
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Banking Sector - 1H22 Update & Outlook
Credit momentum should slow progressively in 3Q22: Due to high funding demand from both corporate and retail customers, credit growth in 1H22...
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