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)

<ul><li>Gradual recovery in export-import and clearance activities: Export-import value remained on a gradual recovery path in 8M23, at US$435.2bn (-13.1% YoY; 7M23: -13.2% YoY).</li><li>Of this, 8M23 export and import values reached US$227.7bn (-10% YoY; 7M23: -10.6% YoY) and US$207.5bn (-16.2% YoY; 7M23: -17.1% YoY).</li><li>Most of Vietnam’s key export products experienced significant declines in value, including: Electronics (-1.5% YoY); Phones (-15.4% YoY); Machinery (-10.3% YoY); and Textiles (-15% YoY). </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>

Gradual recovery in export-import and clearance activities: Export-import value remained on a gradual recovery path in 8M23, at US$435.2bn (-13.1% YoY; 7M23: -13.2% YoY).Of this, 8M23 export and import values reached US$227.7bn (-10% YoY; 7M23: -10.6% YoY) and US$207.5bn (-16.2% YoY; 7M23: -17.1% YoY).Most of Vietnam’s key export products experienced significant declines in value, including: Electronics (-1.5% YoY); Phones (-15.4% YoY); Machinery (-10.3% YoY); and Textiles (-15% YoY). 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.

Vietnam Seaport Segment (Neutral) - On the recovery path