Featured Research

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
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Credit insight: Impact of US tariff on Vietnam

Higher US tariffs will challenge Vietnam's manufacturers and policymakers
28/03/2025
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Construction Materials Sector: FY2024 Update

Steel firms ended 2024 with stronger profits, while cement and tile firms struggled amid subdued demand
28/03/2025
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Construction Sector: FY 2024 Update

Stronger demand, lower input and financing costs drove higher profits and improved debt coverage
25/03/2025
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Infrastructure Operation Sector: FY2024 Update

Stronger traffic demand, higher fee schemes and increasing public investment drive strong financial performance
12/03/2025
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Research Reports

Showing   / 9 reports
Topic Sector Title Research date Read more
Sector Outlook
Banking

Banking Sector - 2025 Outlook

Robust business conditions will drive stronger asset quality and profits in 2025
22/01/2025 View report
Sector Outlook
Securities

Securities Sector - 2025 Outlook

Private-bank affiliated firms will lead the sector profit growth, boosted by stronger investor sentiment and stabilizing asset risk
22/01/2025 View report
Sector Outlook
Residential Real Estate

Residential Property Sector - 2025 Outlook

Outlook improving from stronger housing supply and sales; leverage and refinancing difficulties to ease as cash flows return
20/01/2025 View report
Sector Outlook
Residential Real Estate

Residential Property Sector - 2024 Outlook

Outlook improving from stronger homebuyer sentiment and project sales, risks from high leverage mitigated by broader funding access
20/03/2024 View report
Sector Outlook
Banking

Banking Sector - 2024 Outlook

Outlook improving as stronger operating conditions and low interest rates lower asset risks and boost profitability
19/03/2024 View report
Sector Outlook
Securities

Securities Sector - 2024 Outlook

Outlook improving from continued growth in margin lending profits and investment gains supported by stronger market conditions, while asset risks stabilize from slower bond defaults
12/03/2024 View report
Sector Outlook
Residential Real Estate

Residential Property Sector - 2023 Outlook

Refinancing difficulties to persist as bond maturities and leverage peak amid market downturn, government measures need more time to take effect
07/06/2023 View report
Sector Outlook
Securities

Securities Sector - 2023 Outlook

Weak sentiment and elevate asset risks to hurt profitability, while solvency concerns mitigated by low leverage and stable liquitidy
24/05/2023 View report
Sector Outlook
Banking

Banking Sector - 2023 Outlook

Slower operating conditions to weaken profitability, liquidity to stabilize with mid-sized and small banks most at risk
10/01/2023 View report
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