Vietnam Textile Industry (Neutral) - Positive Signals in Key Markets
Although the Vietnam Textile industry has seen gradual improvement, we believe the business environment in 2024 still faces challenges, mainly from...
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Song Hong Garment JSC (MSH VN/Buy/TP: VND48,400) - New clusters boost capacity
MSH boasts a solid customer portfolio concentrated on the US market, including Walmart, Nike, Target, and Haddad Brands.
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Vietnam Textile Industry (Neutral) - Gradual Improvement
Century Synthetic Fiber Corp (STK VN) is a textile company that concentrates on polyester filament products. The company’s main products are virgin...
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Vietnam Textile Industry (Neutral) - Signs of recovery from 2H23
After facing headwinds in 1H23, we believe signs of recovery appeared in late-2Q23 and July. We expect improvements in textile orders and demand in...
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Song Hong Garment JSC - Signs of Improvement
Despite disappointing results for Song Hong Garment JSC (MSH) in 1H23, we believe the company’s revenue should improve in the remainder of 2023
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