External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Thematic (Sector/Industry)

Vietnam Industrials / Thematic (Sector/Industry)

Vietnam Construction & Import-Export (VCG VN)

<ul><li>By end-April 2023, the Vietnamese government’s estimated disbursement was VND112,786bn, achieving 14.63% of its FY23 target.</li><li>Compared with the Prime Minister’s goal, government disbursement reached 15.65% (4M22: 18.48%); of this, domestic disbursement reached 16.03% (4M22: 19.57%) and foreign disbursement 6.28% (4M22: 3.25%).</li><li>Phase 1 (2017–2020): By end-April 2023, the estimated accumulated disbursement amount was VND49,144bn, achieving 78.7% of the total plan; of this, the amount of 2023 was VND4,029bn, achieving 23.8% of FY23’s plan.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

By end-April 2023, the Vietnamese government’s estimated disbursement was VND112,786bn, achieving 14.63% of its FY23 target.Compared with the Prime Minister’s goal, government disbursement reached 15.65% (4M22: 18.48%); of this, domestic disbursement reached 16.03% (4M22: 19.57%) and foreign disbursement 6.28% (4M22: 3.25%).Phase 1 (2017–2020): By end-April 2023, the estimated accumulated disbursement amount was VND49,144bn, achieving 78.7% of the total plan; of this, the amount of 2023 was VND4,029bn, achieving 23.8% of FY23’s plan.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Construction Sector - Expectations Priced In & Further Supportive Catalysts Needed