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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Banking Sector - 2022 Update and Outlook - Aftermath of cheap money cycle and real estate boom
By the end of 4Q22, credit growth reached 14.5%, the highest since 2018. Credit growth was lower than expected, in light of the high credit growth...
279 Views
Vietnam Technological and Commercial JSB (TCB VN/BUY): Making progress on diluting concentration risks
Buy (Maintain) Upside: Vietnam Technological and Commercial JSB (TCB VN)
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