Foreign Investor

Vietnam Macro Weekly_04.03.2019

Vietnam Macro Weekly_04.03.2019

Fixed income market review Last week, the central bank continued to withdraw a net amount of VND 9.7 tn via open market operations. No bills were issued or went expired. At the same time, VND 19 tn was...
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19/03/2019

FOREIGN INVESTOR: SURPLUS WHILE CHALLENGES AHEAD

FOREIGN INVESTOR: SURPLUS WHILE CHALLENGES AHEAD

FOREIGN INVESTOR: SURPLUS WHILE CHALLENGES AHEAD 2018 ends as a successful year for Vietnam’s Trading activities. Vietnam has a trade surplus for the third consecutive year with a record high value...
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07/02/2019

FOREIGN INVESTORS: POSITIVE GROWTH BUT DO NOT OVERESTIMATE

FOREIGN INVESTORS: POSITIVE GROWTH BUT DO NOT OVERESTIMATE

FOREIGN INVESTORS : VIETNAM ECONOMIC UPDATE – POSITIVE GROWTH BUT DO NOT OVERESTIMATE  POSITIVE GROWTH BUT DO NOT OVERESTIMATE Improvement in Q4 2018 with many surprises (and abnormalities?) GDP...
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23/01/2019

VIETNAM FM MONITOR – Jan 02 2019 FOR FOREIGN INVESTORS

VIETNAM FM MONITOR – Jan 02 2019 FOR FOREIGN INVESTORS

VIETNAM FM MONITOR – Jan 02 2019 FOR FOREIGN INVESTORS MONETARY MARKETS Global markets fluctuated strongly in the last month of the year The persistent trade war between the United States and China...
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08/01/2019

FOREIGN INVESTORS: Vietnam Macro Weekly_2019.01.07 

FOREIGN INVESTORS: Vietnam Macro Weekly_2019.01.07 

Vietnam Macro Weekly- 2019.01.07 FOR FOREIGN INVESTORS —– Fixed income market review Last week, interbank rates cooled down after banks met their reserve requirement as of the end of last...
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07/01/2019

TAKING FULL ADVANTAGE OF TRADE WARS FOR FOREIGN INVESTORS

TAKING FULL ADVANTAGE OF TRADE WARS FOR FOREIGN INVESTORS

TAKING FULL ADVANTAGE OF TRADE WARS FOR FOREIGN INVESTORS Growth of many sectors was negative, Industrial Production slowed The overall Index of Industrial Production (IIP) grew by only 7.7% YoY in October,...
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04/01/2019

GEX VN_Company Update_3Q18 earnings attained significant growth from lower copper price and divestment profit

GEX VN_Company Update_3Q18 earnings attained significant growth from lower copper price and divestment profit

GEX FOREIGN INVESTORS Rating: Outperform Target price: VND 26,600 Upside: +20% Share price (28-Dec-2018): VND 22,150 (bn VND) 3Q18 3Q17 YoY 2Q18 QoQ % annual target completed Margin 3Q18 3Q17 2Q18 2017 Net...
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04/01/2019

FOREIGN INVESTORS: SLOWER GROWTH

FOREIGN INVESTORS: SLOWER GROWTH

FOREIGN INVESTORS: VIETNAM ECONOMIC UPDATE - SLOWER GROWTH BUT POSITIVE SIGN EMERGED --- The total Index of Industrial Production (IIP) of the Industrial sector was up 9.6% YoY in November and up 10.1%...
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17/12/2018

SSI Update FOREIGN INVESTORS on GAS and DBC 3Q18 prelim results

SSI Update FOREIGN INVESTORS on GAS and DBC 3Q18 prelim results

FOREIGN INVESTORS: SSI Update on GAS and DBC 3Q18 prelim results Market wrap: Vietnam stocks decline ahead of the last day of local ETF rebalancing Macro wrap: Update on the quality of economic growth...
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22/10/2018