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...
516 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...
313 Views
Vietnam: The Winner from US-China Trade Turmoil
The VND (Vietnamese Dong) has depreciated only 2.8% against the US$ in the year-to-date, outperforming most Asian currencies (CNY, INR, IDR, PHP --...
432 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...
749 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...
237 Views