Summary of 9M 2025 results and outlook of Techcombank (TCB VN) Net profit grew moderately by 2.5% y/y, as robust credit expansion and solid asset quality improvement was offset by sharp margin contraction. Total credit expanded by 22.0% y/y, supported by strong momentum in the real estate market, which continued to drive strong financing demand […]
Vietnam’s digital economy is on track to hit USD 39 billion by the end of 2025, reflecting a 17% growth from the previous year. According to the e-Conomy SEA 2025 report released on November 25 by Google, Temasek, and Bain & Company, Vietnam ranks as the second-fastest-growing digital economy in Southeast Asia. All major sectors […]
Summary of 9M 2025 results and outlook of Binh Minh Plastics JSC (BMP VN) Net revenue reached VND4,224bn (+18.5% y/y), driven by an 18.1% increase in sales volume as Vietnam’s broader economic activities and construction sector strengthened. BMP sold ~71,000 tons (PVC: ~92%; HDPE: ~5%; PPR: ~3%). Gross profit margin (GPM) rose to 45.8% (vs. […]
New data comparing tourist arrivals to 2019 shows a clear standout in Southeast Asia: Vietnam. Among regional peers, Vietnam’s total arrivals exceeded pre-COVID levels, outperforming Malaysia, Indonesia, Singapore, Thailand, Cambodia, and the Philippines. Notably, Vietnam’s recovery is driven not just by the return of Chinese travelers, but by diversifying source markets across Korea, the US, […]
Summary of 9M 2025 results and outlook of Nam Long Investment (NLG VN) The real estate market saw a rebound in new supply, supported by government initiatives that accelerated project development and sales launches. However, this recovery remains insufficient to narrow the supply-demand gap, as new launches are still concentrated in high-end and luxury segments. […]
Summary of 9M 2025 results and outlook of Binh Dinh Pharmaceutical and Medical Equipment JSC (DBD VN) Net revenue rose 8.5% y/y to VND1,355bn, driven by self-produced product sales, which accounted for 98.1% of total revenue. In Hospital channel: Revenue increased by 11.7% y/y to VND891bn, led by strong sales of key products including oncology […]
A strategic deal with U.S. sportswear giant Nike is expected to consolidate Swedish recycling start-up Syre’s plans to roll out a global network of textile-to-textile recycling facilities, beginning with a $1 billion plant in Vietnam. The Vietnam facility, with planned location in the central province of Gia Lai province, is expected to break ground in 2027. […]