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...
306 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...
251 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...
245 Views