Nam Viet Corporation


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4 articles for Nam Viet Corporation

Vietnam Strategy: July – Short-term opportunities arise amid earnings season

Industries (and their sub-sectors) with good Q2 2022 profit growth prospects such as Consumer Goods (Fishery, F&B), Consumer Services (Retail), IT, Utilities (Electricity, Water), Materials (Chemical), Industry (Logistics) continued to witness improv...
Rong Viet Lam
Lam Nguyen @ Rong Viet 12 July 2022

Vietnam Strategy: April 2022 – Tailwinds from AGM and earnings season

We remain positive on Vietnam equities in the long term due to the following structural catalysts: better domestic demand, companies’ earnings prospect, economic activities and FDI inflows on the back of broader economic reopening and fiscal stimulus...
Rong Viet Lam
Lam Nguyen @ Rong Viet 11 April 2022

Vietnam 2020 investment strategy

Bottom-up, we assess the trends in each sector, while in our stock-by-stock analysis of our entire coverage we provide detailed forecasts, investment rationale and operating risks for the coming year. The impact on market sentiment, therefore, will n...
Rong Viet Tu
Tu Vu @ Rong Viet 31 December 2019

Vietnam Fisheries Sector: Contrasting effects from the trade war

Export value came at USD 962 mn, fell slightly 4% YoY, with export to the US tumbled 28% YoY, to China inched up 1% YoY and to the EU boomed 36% YoY. The situation could be attributed to that Chinese seafood were dumped into the US before the effecti...
Rong Viet Tam
Tam Pham @ Rong Viet 12 September 2019


Capital Goods
Nam Viet Corporation processing and export tra fish, basa fish and other seafood products.

Associated topics

Industrials Asia Equity Capital Goods Nam Viet Corporation Consumer Durables & Apparel Consumer Discretionary Vietnam Banks Transportation Vinh Hoan Corporation Lam Nguyen Financials Macro