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

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Thematic (Sector/Industry)

Vietnam Financials / Thematic (Sector/Industry)

<ul><li>Although the general seaport sector has enjoyed strong growth in 7M24, with significant support from both macro and industrial areas, we believe there remain uncertainties from macro factors which threaten the recovery path in 2024.</li><li>Thus, we maintain our Neutral rating for the Vietnam seaport sector.</li><li>Import-export and clearance activities kept up growing: Import-export value maintained growth momentum in 7M24, at US$439.9bn (+17.6% YoY; 4M24: +15.1% YoY)</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>

Although the general seaport sector has enjoyed strong growth in 7M24, with significant support from both macro and industrial areas, we believe there remain uncertainties from macro factors which threaten the recovery path in 2024.Thus, we maintain our Neutral rating for the Vietnam seaport sector.Import-export and clearance activities kept up growing: Import-export value maintained growth momentum in 7M24, at US$439.9bn (+17.6% YoY; 4M24: +15.1% YoY)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 Seaport Sector (Neutral) - Maintaining Growth Momentum