//= get_template_directory_uri() ?>
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
24/03/2025
(EN) GTJASVN_Sector Report_Port & Maritime Transport_Positive_21.3.2025_Eng ver
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...
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...