Vietnam Seaport Segment (Neutral) - Pressure from weakening demand
Vietnam saw solid growth in its international trade performance in 2022. The country's export-import value recorded a growth rate of 9.1% YoY,...
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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...
305 Views
Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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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...
498 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...
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