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Where fintechs need to improve most

One of the major drivers of fintechs' success over the past decade has been their ability to provide their clients with innovative and quality products, but customers still feel that there is room for improvement in some areas. Our survey of 900 cons...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 22 June 2022
Where fintechs need to improve most
Where fintechs need to improve most

Vietcombank: Lasting revenue pressures and positive cost cuts in the first half

VCB maintained its growth momentum in Q1 22 with moderate earnings results (15% yoy), driven by robust net interest income and net profit margin. Non-interest income was impacted by the bancassurance fee bonus, zero transaction fee package and high c...
Rong Viet Thanh
Thanh Nguyen @ Rong Viet 15 June 2022

Gemadept Corporation: China reopening to bolster throughput from June

Significant growth in NPATMI in 1Q2022. Throughput in April and May declined slightly, but we expect it to grow from June this year. We raise our target price for GMD to VND65,700 and recommend Accumulate.
Rong Viet Thao
Thao Nguyen @ Rong Viet 8 June 2022

Binh Dien Fertilizer: Positive outlook for 2022 but unlikely to continue in 2023

After posting positive results in 2021, BFC announced Q1 22 earnings with growth of 46.8% and 19.3% in net revenue and NPATMI, respectively. However, revenue growth came from a higher ASP while sales volume fell 15.1% in Q1 22. BFC maintained huge in...
Rong Viet Vu
Vu Tran @ Rong Viet 6 June 2022

Vermilion Int'l Compass: Global Equity Strategy

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.  
Vermilion Research David
David Nicoski @ Vermilion Research 3 June 2022

The emerging market banks most vulnerable to rising cost inflation

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 June 2022
The emerging market banks most vulnerable to rising cost inflation
The emerging market banks most vulnerable to rising cost inflation