The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
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MarketVector Vietnam Local Index Rebalance: One Add, Float & Capping Changes
Saigon Vrg Investment will be added to the index at the close 20 December. Estimated one-way turnover is 5.1% and that results in a one-way trade...
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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...
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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,...
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Q3 2024 Banking Earnings Wrap-Up - Resilient Earnings Growth Despite NIM Contraction
Though QoQ credit growth slowed down in Q3 2024, 9M system-wide credit growth of 9% was encouraging. Banks under our coverage reported higher...
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