Summary of Q1 2025 results and outlook of Nam Long Investment (NLG VN) The real estate market recorded moderate new supply, as many projects approved in late 2024 needed more time to complete launch sales procedures. Hanoi continued to lead new supply, while HCMC remained constrained by legal hurdles. Most new launches came from next-phase […]
As concerns mount over the US’s rising debt burden – especially after the recent sovereign rating downgrade and Trump’s political resurgence – investors are increasingly seeking new destinations for capital. In this shifting global landscape, Vietnam emerges as a standout diversification play. With robust structural growth, compelling valuations, and a potential upgrade to emerging market […]
Summary of Q1/2025 results and outlook of Techcombank (TCB VN) The bank maintained robust credit growth and solid asset quality, however net profit declined by 4.2% y/y as lending yields softened under competitive pressure. Total credit expanded by 18.3% y/y, bolstered by the ongoing recovery of the real estate market, particularly in the southern region, […]
Macron’s official trip to Hanoi marks the first visit by a French head of state in nearly a decade, and places Vietnam in a unique diplomatic position: it is now the only country in the world to have hosted four out of five permanent members of the UN Security Council (P5) within the past two […]
Summary of Q1/2025 results and outlook of Hau Giang Pharmaceutical JSC (DHG VN) Net revenue from self-produced products grew 8.8% y/y to VND1,090bn, accounting for 90.7% of total sales though total sales fell 5.1% y/y due to a change in accounting for promotional products now recorded as direct discounts rather than bundled sales. By channels, […]
The second round of Vietnam – US negotiations on a reciprocal trade agreement wrapped up constructively, with both sides identifying key issues and agreeing to resume discussions in early June. While differences remain, the tone of dialogue reflects a clear willingness to find common ground. Vietnam enters the next round with growing leverage, supported by […]
During Thai PM Paetongtarn Shinawatra’s recent visit to Hanoi, Vietnam and Thailand officially upgraded their bilateral relationship to a Comprehensive Strategic Partnership (CSP) — making Thailand the 13th country and the 4th in Southeast Asia (after Singapore, Malaysia, and Indonesia) to establish CSP ties with Vietnam. With bilateral trade already surpassing $20 billion, the two […]