Forecast – HoSE Indexes Review in 4Q25
In this review, VIB – previously placed on the watchlist for removal, due to its failure to satisfy the minimum FOL threshold of 65% (Section 3.7)
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Construction Sector - Industrial, Infrastructure Projects Leading Sector Recovery
Vietnam’s construction sector is comprised of three main segments – residential, industrial & commercial, and infrastructure.
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Coteccons Construction JSC - Update - Sustainable Growth
Coteccons Construction JSC (CTD) reported FY23 revenue of VND6,744bn, a hefty increase over FY22 (+30% YoY), as its workload grew and business...
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Construction Sector - Promising Outlook, but Stretched Valuation
By end-August 2023, the Vietnamese government’s estimated disbursement was VND319,985bn, achieving 39.4% of its FY23 target.
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Construction Sector - Expectations Priced In & Further Supportive Catalysts Needed
By end-April 2023, the Vietnamese government’s estimated disbursement was VND112,786bn, achieving 14.63% of its FY23 target.
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