Banking Sector - 1Q23 update and outlook - Return of dovish policies
By end-1Q23, credit growth was low, at 2.1% YTD. This was the second lowest rate since that of 2015, when the domestic banking sector began to...
337 Views
Vietnamese Banks Screener; Adding MBBank to Our Core Pick Techcombank
We maintain value play TCB as our top pick in the Vietnamese banks, adding MBBank to the buy list with its attractive valuations and premium ROE;...
542 Views
Banking Sector - 2022 Update and Outlook - Aftermath of cheap money cycle and real estate boom
By the end of 4Q22, credit growth reached 14.5%, the highest since 2018. Credit growth was lower than expected, in light of the high credit growth...
369 Views
Banking Sector - 1H22 Update & Outlook
Credit momentum should slow progressively in 3Q22: Due to high funding demand from both corporate and retail customers, credit growth in 1H22...
436 Views
HDB - ROA Expansion Can Surprise
HDB's ROA can expand dramatically in coming quarters, with lowering credit costs, lowering funding costs from maturing fixed deposits, and with...
349 Views