VINGROUP JSC (VIC VN/Non-rated) - Key takeaways from the Vingroup Investor Conference 2025
The governmentis targeting double-digit GDP growth, GDP per capita of USD 8,500 by 2030, and an urbanization rate approaching 50 percent.
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VIC - Key Takeaways from Vingroup’s 2025 Investor Conference - Site Visit
We attended Vingroup’s 2025 investor conference which hosted around 120 investors and analysts over three days (November 10-12) featuring...
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VIC, VHM, VRE - Continued EV Volume Growth; Ongoing Chairman Support...
For VIC, we broadly maintain our 2026F PBT forecast but cut 2027F by 4% due to higher projected EBIT losses in the industrial segment and increased...
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VIC, VHM, VRE - Strong Property Profit; Steady EV Deliveries...
We raise VHM’s aggregate 2025– 27F presales forecast by 31% on our projections for faster presales at Green Paradise and Apollo City, as well as an...
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Vietnam Residential Real Estate Sector Flash - 2025 to Witness Increased Market Activities
Based on our estimates from CBRE data charts, Q4 2024 primary condo transactions in Hanoi and HCMC combined were ~14,200 units (+43% QoQ and +150%...
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