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

Equity Analysis / Vietnam

Vietnam construction materials industry – Strong demand from H2 20

Construction rock is an essential material in public infrastructure and residential projects, with the products mainly derived from magma, sedimentary and metamorphic rocks. Demand for construction rock is served locally due to high transportation co...
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. In particular, VN30 and VNFinlead Indexes will include the process of adding and removing...
Rong Viet Hoang Nguyen
Hoang Nguyen @ Rong Viet 23 June 2020
Macro Analysis / Vietnam

Vietnam: Central bank urges more timely implementation of forbearance measures

In this report, we discuss further the State Bank of Vietnam’s (SBV) guidance for banks with updates from a recent meeting between the government and the public on 9 May. This is a follow-up on our report on the impact of Covid-19 on banks...
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
Strategy Note / Vietnam

Vietnam Strategy: Stock-picking is key

The strong market decline in March clearly created a certain attraction for investors. Cash inflows helped the market recover strongly in the first weeks of April before moving sideways due to the shock of world oil prices. After a period of V-shaped...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 5 May 2020
Equity Analysis / Vietnam

Vietnam 2020 investment strategy

In our 145-page strategy report we cover all angles of the Vietnam investment case in 2020. Top-down, we highlight the global and domestic macro drivers, as well as upcoming index changes as Vietnam becomes a dominant weight in FM indices. Botto...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019