Featured Research

U.S. Tariff Hike - Update

Vietnam exporters dodge tariff hit, global trade shift demands strategic pivot
07/07/2025
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Corporate Bond Market Review - June 2025

Bond issuance hit record high, legal settlements speed up default recovery
03/07/2025
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Consumer Finance Sector - 2025 Outlook

Fragile recovery ahead: Strategic shifts and shareholder support key to weather macro volatility and risks
03/07/2025
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Vietnam Credit Outlook H2 2025

Stable outlook anchored by reform momentum as global headwinds persist
30/06/2025
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Research Reports

Showing   / 32 reports
Topic Sector Title Research date Read more
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
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
Sector Comment
Securities

Securities Sector: FY2024 Update

Profits improved from stronger margin lending and investment income, asset risks stabilized amid slower bond defaults
04/03/2025 View report
Sector Comment
Banking

Banking Sector - FY2024 Update

Large banks ended 2024 with stronger profits and asset quality, while small banks hit by higher funding and credit costs_x000D_
19/02/2025 View report
Sector Comment
Residential Real Estate

Residential Real Estate Sector - 9M2024 Update

New policies will boost project development in 2025 and beyond; most developers will fall short of 2024 profit targets
28/11/2024 View report
Sector Comment
Banking

Banking Sector - 9M2024 Update

Asset risk shielded by limited exposure to typhoon-hit region, small banks most affected by margin squeeze and credit costs
20/11/2024 View report
Sector Comment
Securities

Securities Sector - 9M2024 Update

Large firms led sector profit boost with strong margin lending and investment gains, supported by significant capital raises
18/11/2024 View report
Sector Comment
Residential Real Estate

Residential Real Estate Sector - 1H2024 Update

New housing supply will boost developer cash flows but also increase leverage
23/09/2024 View report
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