Refine by sector
Latest articles in Vietnam

5 of the fastest growing EM banks; lessons for the industry

An emphasis on digital business models is allowing these franchises to efficiently service their fast-growing client bases. Cross-selling additional products is an effective way to improve the return on customer-acquisition costs. Gojek took a 22% st...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 18 July 2021
5 of the fastest growing EM banks; lessons for the industry
5 of the fastest growing EM banks; lessons for the industry

Saigon Cargo Service: Q2 21 preview – Cargo throughput volume in line with expectations

Estimated Q2 21 revenue/NPAT amounted to VND212bn (+47% yoy)/VND150bn (+51% yoy) on the back of resilient international air freight volume throughput and the low base effect. Cumulative H1 21 revenue and NPAT have both completed 54% of our full-year ...
Rong Viet Tung
Tung Do @ Rong Viet 14 July 2021

Key factors for fintech success in Vietnam

Vietnam is a promising market for fintechs given its combination of low financial inclusion (the country ranks at the top of our fintech financial inclusion scorecard) and high tech sophistication. Fintechs are actively looking for ways to mitigate t...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 2 July 2021
Key factors for fintech success in Vietnam
Key factors for fintech success in Vietnam

Slow Covid vaccination in EM is everyone's problem, from US to Africa to Vietnam

The resurgence of Covid-19 inflections and resulting lockdowns dragged down the performance of equities in many emerging markets in June. Belated recognition of this reality by the US, the G7 and the IMF is a positive development in this grim context...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 1 July 2021
Slow Covid vaccination in EM is everyone's problem, from US to Africa to Vietnam
Slow Covid vaccination in EM is everyone's problem, from US to Africa to Vietnam

Five EM fintech stocks that have more than doubled this year

When we undertook an exercise six months ago to find the best-performing stocks through the pandemic, most of the top fintech names had a strong payments angle to their businesses. Gojek took a 22% stake in 2020, and earlier this year the company lau...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 29 June 2021
Five EM fintech stocks that have more than doubled this year
Five EM fintech stocks that have more than doubled this year

ATLC: Vital Signs: Actionable charts

UTI, PSFE, VOLT, NKE, DECK, SEB, EVC, FUBO, CRCT, GMS, SPCE, FSLR, IDTYD, COMM, AMR, ATLC, RM, WHG, APO, OPOF, CDR, UNB, OPCH, RNA, ARNA, PACB, VNDA, MYGN, ATOS, BVS, GMED, RETA, LWLG, VRS, TGLS, APOG, AGFY, EXPR, CHS,  
Vermilion Research David
David Nicoski @ Vermilion Research 28 June 2021