Rong Viet
Rong Viet

Rong Viet

Coverage: Vietnam
Rong Viet Securities (RongViet) is a full service brokerage founded in December 2006 by leading financial and trading institutions and banking specialists in Vietnam.
Location: Ho Chi Minh City
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Latest articles from Rong Viet

Strategy Note / Vietnam

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Vietnam's stock market increased sharply in August and became one of the best markets in the world as the VNIndex increased by 10.4% m/m. However, we believe that the recent uptick of the market is not sustainable when, based on our observations, the...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 7 September 2020
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Strategy Note / Vietnam

Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook

With the second wave of the coronavirus pandemic, economic recovery will take longer than we expected because of weaker domestic consumption. Average liquidity from the start of the second wave until now was only VND4,200bn, fading out in the past fe...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 6 August 2020
Equity Analysis / Vietnam

Vietnam construction materials industry – Strong demand from H2 20

Demand for houses in the Southwest region continues to be healthy. Although the transportation demand between the two areas of Ho Chi Minh City and the Southwest region is high, only 40km of expressways (Ho Chi Minh City-Trung Luong) has been built i...
Rong Viet Hoang Nguyen
Hoang Nguyen @ Rong Viet 25 June 2020
Macro Analysis / Vietnam

Vietnam stock exchange: July review for VN30, VNDiamond and VNFinlead indexes

The Ho Chi Minh City Stock Exchange will review the basket of VN30, VNDiamond and VNFinlead indexes in July and make adjustments on the first Monday of August. The VNDiamond basket will not change index components in July, but it will do so in the Oc...
Rong Viet Hoang Nguyen
Hoang Nguyen @ Rong Viet 23 June 2020
Macro Analysis / Vietnam

Vietnam: Central bank urges more timely implementation of forbearance measures

Giving priority to economic recovery. SBV urges banks to implement forbearance measures more decisively and timely. As a result, a stronger impact on NIM (an in turn, net interest income) can be expected, at least during Q2. Third, SBV would also con...
Rong Viet Anh Nguyen
Anh Nguyen @ Rong Viet 12 May 2020
Macro Analysis / Vietnam

Vietnam: Comparing government intervention policies

In this special report, we focus on government intervention policies implemented by Vietnam in response to the Covid-19 outbreak and compare it to policies during the global financial crisis as well as to current polices in place in other regional As...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 12 May 2020