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Vietnam 2022 investment strategy: Gearing up for the long-awaited recovery

The fourth wave of Covid-19 has severely impacted Vietnam's economic growth, especially in Q3 21. Monetary policies indicate that interest rates will be moving higher but there are divergences. This is according to Rong Viet's scenario of a 17% EPS g...
Rong Viet Lam
Lam Nguyen @ Rong Viet 4 January 2022

PetroViet Nam Technical Services: Awaiting the backlog for M&C to clear

PVS reported Q3 21 revenue of VND3,984bn (US$177.1mn) and NPATMI of VND221bn (USD9.8mn), down 33.2% yoy and 12.2% yoy, respectively. Profit from JVs came in at VND198bn (USD8.8mn) versus a loss of VND36bn (USD1.6mn) in the same period last year. PVS ...
Rong Viet Vu
Vu Tran @ Rong Viet 30 December 2021

Emerging markets fintech: 2021's best (and worst) markets, verticals and stocks

There are now around 100 listed emerging market fintechs investors can access; the universe is growing steadily as more IPOs come to market. However, there has been a wide spread in performance, overall and within sectors and markets. Stock-picking h...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 30 December 2021
Emerging markets fintech: 2021's best (and worst) markets, verticals and stocks
Emerging markets fintech: 2021's best (and worst) markets, verticals and stocks

TCB: Capitalising on competitive advantages

The 2021-2025 strategy marks an acceleration phase capitalising on TCB's competitive advantages: invested infrastructure, thick capital base and strong ecosystem. We expect TCB to have good growth when capitalising on its competitive advantages in a ...
Rong Viet Thanh
Thanh Nguyen @ Rong Viet 29 December 2021

The best performing emerging market banks of 2021

By market, some of the strongest returns were delivered by banks in Vietnam, Poland and Israel. However, Investec’s performance has subsequently improved substantially, even outpacing its pre-Covid trend; profits have more than doubled yoy in H1 FY22...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 28 December 2021
The best performing emerging market banks of 2021
The best performing emerging market banks of 2021

Hoa Phat Group: High NPAT in Q4 on strong sales volume

Steel production costs remain stable in Q4 as iron ore and coking coal prices moved in opposite directions. The construction steel segment's GPM will be flat, while that of HRC can decrease caused by weakening selling prices in Q4. The company's NPAT...
Rong Viet Tu
Tu Pham @ Rong Viet 23 December 2021