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Investment Thesis:
– Selling price recover and higher demand from China and domestic market;
– Giao Long 2 put into production since Q4/2019, triple the capacity and revenue;
– Domestic demand starts to recovery after sunk in April.
Risk:
– Supply might increase significantly in next few years, pushing down the price and causing excess capacity for the industry.
13/08/2025
Vietnam’s automobile market maintains its growth momentum thanks to: The rising proportion of the middle class in Vietnam and the increasing trend of...
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KEY HIGHLIGHTS Saigon VRG Investment Corporation (SIP) announced its Q2/2025 business results, with revenue reaching nearly VND 2,130 billion (+10% YoY...
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VPB 1H 2025 BUSINESS RESULTS UPDATE UPDATE ON BUSINESS OPERATIONS In Q2 2025, VPBank delivered robust results, with 1H pre‐tax profit of VND 11,229 billion—a...