Vietnam Seaport Segment (Neutral) - On the recovery path
Gradual recovery in export-import and clearance activities: Export-import value remained on a gradual recovery path in 8M23, at US$435.2bn (-13.1%...
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Vietnam Seaport Segment - Update 1Q23 - Export-Import Activities
Export-import value has continuously declined since the beginning of 2023, reflecting weakening of consumption in main markets.
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Vietnam Seaport Segment (Neutral) - Pressure from weakening demand
Vietnam saw solid growth in its international trade performance in 2022. The country's export-import value recorded a growth rate of 9.1% YoY,...
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Seaport segment (Overweight/Maintain) - Maintaining stability
In 1H22, listed companies in the seaport segment in general recorded growth in business activities, although the growth rate has shown signs of...
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Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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