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 Consumer discretionary / Thematic (Sector/Industry)

<ul><li>After facing headwinds in 1H23, we believe signs of recovery appeared in late-2Q23 and July.</li><li>We expect improvements in textile orders and demand in Vietnam key export markets from mid-3Q23.</li><li>Thus, we upgrade our rating for the Vietnam Textile industry to Neutral (from Underweight)</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>

After facing headwinds in 1H23, we believe signs of recovery appeared in late-2Q23 and July.We expect improvements in textile orders and demand in Vietnam key export markets from mid-3Q23.Thus, we upgrade our rating for the Vietnam Textile industry to Neutral (from Underweight)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.

Binh Thanh Import Export Production And Trade Jsc (GIL VN)

Binh Thanh Import Export Production And Trade Jsc

Vietnam Textile Industry (Neutral) - Signs of recovery from 2H23