Stock Recommendations - Vietnam Market - November 2023
Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993. The Bank has its core business in...
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Banking Sector - 1H23 Update and Outlook - An Essential Deceleration
Credit growth in 1H23 slightly behind full-year target: By end-2Q23, credit growth was low, at 4.7% YTD, which is far behind the annual plan from...
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Banking Sector - 1Q23 update and outlook - Return of dovish policies
By end-1Q23, credit growth was low, at 2.1% YTD. This was the second lowest rate since that of 2015, when the domestic banking sector began to...
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Vietnamese Banks Screener; Adding MBBank to Our Core Pick Techcombank
We maintain value play TCB as our top pick in the Vietnamese banks, adding MBBank to the buy list with its attractive valuations and premium ROE;...
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Vietnamese Banks 4Q 2022 Results Screener; Our Pick Is Techcombank
We see selective value in Vietnamese banks and recommend holders to switch out of Vietcombank into Techcombank due to its modest valuations, low...
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