Vietnam Textile Industry (Neutral) - Support from FTAs
Vietnam's textile exports continued to perform well in 2022, with an estimated export value of US$37.6bn, representing a 14.5% YoY increase.
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TNG INVESTMENT & TRADING JSC - Diversifying Consumption Markets
In October, TNG Investment & Trading JSC (TNG) recorded revenue of VND569.3bn (+23.2% YoY). October gross margin reached 15.4%, improved compared...
269 Views
Textile Industry (Overweight/Upgrade) - Positive results in garment segment
The market shares of Vietnamese fashion and clothing products in major markets have generally improved, with market share in the US rising from...
189 Views
TNG INVESTMENT & TRADING JSC (TNG VN/Trading buy/TP
Trading Buy (Downgrade) Upside +11.9% (TNG VN)
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
494 Views