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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Vietnam Textile Industry (Underweight) - 1Q23 update
In the first months of 2023, demand for textiles and garments in key markets weakened on recession fears. Vietnam’s textile exports in 4M23 were...
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Vietnam Textile Industry (Neutral) - Support from FTAs
Vietnam's textile exports continued to perform well in 2022, with an estimated export value of US$37.6bn, representing a 14.5% YoY increase.
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