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 Consumer discretionary / Thematic (Sector/Industry)

<ul><li>As the US reciprocal tariffs come into effect, we expect Vietnam textiles to maintain their competitive edge.</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 Vietnam textiles to maintain their competitive edge.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.

베트남 섬유 산업 (중립) - 지정학적 불안정 속 분열