BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
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Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
408 Views
Vietnam - Banks Are a Complete Charade
Bank and Sovereign Liquidity and Capital Under Severe Stress. VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game. Capital...
481 Views
Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
664 Views
Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
121 Views