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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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...
402 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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Textile Industry (Overweight/Upgrade) - Positive results in garment segment
The market shares of Vietnamese fashion and clothing products in major markets have generally improved, with market share in the US rising from...
323 Views
Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
702 Views