External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

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Thematic (Sector/Industry)

<ul><li>Real estate developers suffered serious damage from the corporate bond market’s turmoil, which squeezed their liquidity and consequently delayed the progress of project development. </li><li>Construction’s material prices, including those of steel, cement, concrete, and bricks have surged by 20%–30% since late-2021.</li><li>By end–2022, the estimated government disbursement was VND435,689 bn, achieving 75.1% of the Prime Minister’s FY22 target, and below that ofthe previous period (77.3% YoY).</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Real estate developers suffered serious damage from the corporate bond market’s turmoil, which squeezed their liquidity and consequently delayed the progress of project development. Construction’s material prices, including those of steel, cement, concrete, and bricks have surged by 20%–30% since late-2021.By end–2022, the estimated government disbursement was VND435,689 bn, achieving 75.1% of the Prime Minister’s FY22 target, and below that ofthe previous period (77.3% YoY).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Industry Report - Construction - Overweight - Buil up the Nation

Equity Bottom-Up

Vietnam Construction & Import-Export / Equity Bottom-Up

<p>Vietnam Construction and Import-Export JSC (HOSE: VCG)</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam Construction and Import-Export JSC (HOSE: VCG)Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Vietnam Construction and Import-Export JSC (VCG VN Equity - Overweight) - Initiation - Challenges from multi-sector strategy

Vietnam

Viet Nam Construction and Import-Export JSC is a construction company that is developing a tourism complex.

Vietnam Construction & Import-Export (VCG VN)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Industry Report - Construction - Overweight - Buil up the Nation

Real estate developers suffered serious damage from the corporate bond market’s turmoil, which squeezed their liquidity and consequently delayed...

Mirae Asset Securities

Vietnam Construction and Import-Export JSC (VCG VN Equity - Overweight) - Initiation - Challenges from multi-sector strategy

Vietnam Construction and Import-Export JSC (HOSE: VCG)

Mirae Asset Securities