Techombank – Still Vietnam’s Best House In A Bad Neighborhood
* Head Start On Economic Return to Normalcy: Vietnam Technological and Commercial Bank (TCB.VN) [Techcombank] is a long-term winner in the...
581 Views
BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
362 Views
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...
519 Views
Vietnam Banking Sector - Stop, It Hurts
*Â Moody's Weak Credit Rating Assigned;Â * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
272 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of  Level 3 asset and net open short F/X position. Loan loss reserves need...
388 Views