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...
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Stock recommendations (Vietnam Market)_October 2025
Management cited weaker overseas IT services due to tariff-related delays and fewer small contracts as clients adopt AI solutions.
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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...
376 Views
Vietnam Electricity Sector (Neutral) - Bumpy Transition to Renewable Energy
We expect the La Nina effect to occur from 2H24 and persist until 1H25. It will benefit hydropower volume, while coal and gas thermal power may...
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Vinh Son - Song Hinh Hydropower JSC - Update - From Drought to Rain
According to VSH’s business plan, commercial electricity output in 2024 will be 2,082mn kWh, a modest decline of 4.7% YoY compared with 2023’s...
363 Views