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 Consumer discretionary / Thematic (Sector/Industry)

<ul><li>As the US reciprocal tariffs come into effect, we expect the competitive edge for Vietnam textiles to hold steady.</li><li>Furthermore, recent geopolitical volatility might even provide some upside for the industry.</li><li>However, a high-tariff environment is likely to dampen overall demand in the US market and lead to fiercer competition in other key regions.</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>

As the US reciprocal tariffs come into effect, we expect the competitive edge for Vietnam textiles to hold steady.Furthermore, recent geopolitical volatility might even provide some upside for the industry.However, a high-tariff environment is likely to dampen overall demand in the US market and lead to fiercer competition in other key regions.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 Textile Industry (Neutral) - Holding ground in a volatile environment