Electric Utility Sector (Neutral) - From Demand Boom to Energy Transition
We expect Vietnam’s power sector outlook in 2026 to be significantly shaped by weather dynamics and energy price volatility. According to NOAA’s...
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Vietnam Electricity Sector (Neutral) - Policy Reforms Drive New Growth Cycle
According to NOAA (August), the likelihood of La Niña conditions remains higher than El Niño through the forecast horizon from August 2025 to May...
487 Views
Vietnam Electricity Sector (Neutral) - The transitions to low carbon electricity systems
With the rise of renewable energy trend, the share of electricity production from fossil fuels has gradually declined, particularly coal and oil...
407 Views
Vietnam Utilities: Strong Earnings Growth in 1Q22
According to the Vietnam Electricity Corporation (EVN), electricity consumption increased by 6.3% YoY in 4M22. Wind power was the biggest...
327 Views
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