Techombank – Still Vietnam’s Best House In A Bad Neighborhood
* Head Start On Economic Return to Normalcy: Vietnam Technological and Commercial Bank (TCB.VN) [Techcombank] is a long-term winner in the...
449 Views
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...
277 Views
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...
421 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...
491 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...
680 Views