Summary of Q1 2025 results and outlook of IDICO Corporation JSC (IDC VN) Despite higher energy revenue and stable toll fee revenue, total revenue declined 3% y/y to VND1,793 bn, mainly due to lower contributions from the industrial park (IP) and real estate segments. Energy and toll fee accounted for 51.7% of total revenue, while […]
Strong Start to 2025 Despite Margin Headwinds Vietnam’s banking sector entered 2025 with strong momentum, riding the wave of the government’s ambitious 8.0% GDP growth target and the central bank’s 16.0% credit growth goal. Credit growth in the first quarter was at the highest pace in the last three years—highlighting the sector’s continued role in […]
We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for June 2025. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in June 2025 Vietnam’s Update – Economy 8.0% GDP growth in Q2/2025 […]
Summary of Q1 2025 results and outlook of Binh Minh Plastic JSC (BMP VN) BMP reported net revenue of VND1,383bn in Q1/2025, up 37.9% y/y, driven primarily by a 39.6% y/y increase in sales volume. This strong growth was largely due to a shift in the timing of promotional campaigns (held in Q1 this year […]
Vietnam US Trade Agreement Reached The United States and Vietnam yesterday announced that they have reached a trade deal with the following details: Vietnam will cut tariffs on all U.S. imports to 0%. We note that Vietnam has so far are not aggressively charging tariff on any trade partner. The current tariff applied to the […]
Vietnam is laying the foundation for a national carbon market—an important step toward aligning its economy with global climate and trade standards. On June 11, 2025, Vietnam launched the pilot phase of its national Emissions Trading Scheme (ETS), covering steel, cement, and thermal power—sectors responsible for nearly half of the country’s CO₂ emissions. A centralized […]
Summary of Q1 2025 results and outlook of Dat Xanh Group JSC (DXG VN) Vietnam real estate market recorded moderate new supply, as many projects approved in late 2024 and early this year needed more time to complete launch sales procedures. Hanoi continued to lead new supply, while HCMC remained constrained by legal hurdles. Most […]