Research Center

Flash note: View on Banking system’s provision after 1 year of restructuring

20/04/2021

Share:

Key notes:

1. Circular 03/2021 dated April 02/2021 eases one-time-large -provision pressure for banks having high restructured loan (VPB, TCB, TPB)

2. Profit is expected to breakthrough in banks owning strong provision buffer. VCB is the most prudent bank in the sector

3. VAMC provision expenses pressure is removed, but provision expenses burden on banks’ profit is still high, especially in VPB. Potential of improving margin for CTG is promising

Danh sách báo cáo liên quan

(EN) GTJASVN_Sector Report_Port & Maritime Transport_Positive_21.3.2025_Eng ver

24/03/2025

(EN) GTJASVN_Sector Report_Port & Maritime Transport_Positive_21.3.2025_Eng ver

GTJAS_Sector Report_Residential Real Estate Report_2025 Outlook_Mild recovery_26Feb2024

27/02/2025

2025 OUTLOOK The completion of the legal framework governing the real estate sector, marked by the introduction of three amended laws, has played a pivotal...

GTJASVN_HAH Equity Report_Buy Upside 16.7%__19.02.2025

19/02/2025

INVESTMENT THESIS 1.HAH continuously upgrades its fleet capacity to 26,500 TEU (+50.03% YoY) while maintaining its leading market share (30%) in the container...

Contact

    • Stock index
    • VNINDEX: 1210.67   -19.17   (-1.56%)
    • HNX: 216.97   -3.97   (-1.8%)