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...
247 Views
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;...
411 Views
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...
413 Views
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