Banking Sector - 3Q25 Update and Outlook - Task on Track
Total system credit rose 13.4% YTD by end-9M25 (10M25: +15.09%), up 3.5%p QoQ (1Q25: +3.9%p; 2Q25: +6.0%p), nearing the SBV’s full-year guidance of...
181 Views
Banking Sector - 2Q25 Update and Outlook - Dual Mandate
Vietnam’s banking sector remained on a concrete footing in 2Q25, continuing the momentum established in 1Q25. Credit growth reached 9.9% YTD in...
198 Views
Forecast – VN30 and VNFin Lead Indexes Review in 1Q25
On January 20,the Ho Chi Minh City Stock Exchange (HSX) will officially release the semi-annual review for both the VN30 and VNFin LEAD indexes,...
453 Views
VCB [BUY +22.7%] - On the Road of Recovery - Update
We raise our target price (TP) for VCB by 4.0% to VND 114,500/share and maintain a BUY rating. Our higher TP is mainly due to the positive impact...
384 Views
Banking Sector - 9M24 Update and Outlook - Letting the Recovery Simmer
Credit growth in 3Q24 remained steady: According to the State Bank of Vietnam (SBV), credit growth reached approximately 9% YTD as of end-3Q24,...
234 Views