Vietnam Banking Industry 2021 Outlook: Challenges Ahead
Another rate cut could come in handy: In order to mitigate the effects of the pandemic, the State Bank of Vietnam (SBV) has conducted three central...
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U.S. Equity Strategy: Markets Bouncing off Key Support
In today’s report we highlight attractive Groups and stocks within Financials: Asian Banks, Puerto Rican banks, Banks, Southwest, and Investment...
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Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
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Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
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HDB [OUTPERFORM +13.2%] - Strong ROE Profile but Faces Near-Term Dilution Risk - Update
We increase our target price (TP) by 26% to VND34,000/share, but downgrade our rating from BUY to OUTPERFORM as the share price has increased 41%...
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