External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives.

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

Vietnam Financials / Thematic (Sector/Industry)

<ul><li>Vietnam's pangasius exports maintain steady momentum: In 7M26, Vietnam's pangasius exports maintained growth momentum, with total export value reaching US$1.3bn — a 10% YoY increase (1Q26: +17% YoY).</li><li>In July, export value reached US$203mn (+4% YoY), indicating sustained market demand despite a slight slowdown in growth.</li><li>Input prices and costs: Although the global oil and gas prices remained high, prices of input materials in pangasius sector either fell sharply or just increased slightly. </li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam's pangasius exports maintain steady momentum: In 7M26, Vietnam's pangasius exports maintained growth momentum, with total export value reaching US$1.3bn — a 10% YoY increase (1Q26: +17% YoY).In July, export value reached US$203mn (+4% YoY), indicating sustained market demand despite a slight slowdown in growth.Input prices and costs: Although the global oil and gas prices remained high, prices of input materials in pangasius sector either fell sharply or just increased slightly. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Vietnam Pangasius Sector (Neutral) - Continuous hurdles