Sector Reports

Vietnam's fixed broadband industry - Subscriber gains, adjacent businesses to drive growth - Thought Piece

04-22-2021

Banks: Changes to Cir01 loan restructuring regime - Rapid drop in Cir01 loans to outweigh impact of changes to regulations on loan restructuring

04-06-2021

Energy Sector Update - Supply cut, vaccines boost oil price amid weaker demand

04-06-2021

Q3 2020 Banking Earnings wrap-up - Slight deterioration in credit quality, but leading indicators point to continuation of cycle

12-02-2020

Industrial Parks in Vietnam - Direct beneficiary of Vietnam’s growing share in global manufacturing

10-23-2020

Vietnam's IT Outsourcing Industry - Long runway of growth

10-13-2020

Energy Sector - Weaker demand outlook weighs on oil, gas & coal prices

10-12-2020

Cement Sector - Limited pickings due to oversupply and fragmentation

10-05-2020

Banking: Quantitative Analysis - Quant approach suggests upside for CTG - Thought Piece

09-28-2020

Vietnam's Power Sector - Power consumption to recover in 2021F

09-04-2020