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 (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...
222 Views
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...
179 Views
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...
208 Views
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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