Nam Viet Corporation

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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...

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...

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...

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...