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Topic Sector Title Research date Read more
Corporate Bond Market Review
Corporate Bond

Corporate Bond Market Review - Q1/2025

New issuance slowed down in Q1/2025
04/04/2025 View report
Sector Comment
power

Power Sector: FY2024 Update

Lower profits for gas and hydro firms from output and price declines, higher retail electricity prices will support sector cash flow
02/04/2025 View report
Sector Comment
Macroeconomics

Credit insight: Impact of US tariff on Vietnam

Higher US tariffs will challenge Vietnam's manufacturers and policymakers
28/03/2025 View report
Sector Comment
Construction Materials

Construction Materials Sector: FY2024 Update

Steel firms ended 2024 with stronger profits, while cement and tile firms struggled amid subdued demand
28/03/2025 View report
Sector Comment
Construction

Construction Sector: FY 2024 Update

Stronger demand, lower input and financing costs drove higher profits and improved debt coverage
25/03/2025 View report
Sector Comment
Infrastructure Operation

Infrastructure Operation Sector: FY2024 Update

Stronger traffic demand, higher fee schemes and increasing public investment drive strong financial performance
12/03/2025 View report
Post Event Report
Macroeconomics

Vietnam Access Day 2025

Navigating opportunities amid global shift and uncertainties, paving the way for a new era of development
06/03/2025 View report
Sector Comment
Residential Real Estate

Residential Real Estate Sector - FY2024 Update

Improving business conditions boosted developer sales and cash flow in 2H, but not enough to offset 1H operating losses
06/03/2025 View report
Credit Insights
Banking

Banking Sector - Mandatory Transfer

Large banks have sufficient resources to absorb and manage their newly acquired banks
05/03/2025 View report
Post Event Report
Macroeconomics

Vietnam Bonds & Credit Forum – February 2025

Frequently asked questions on credit outlook 2025
05/03/2025 View report
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