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(EN) GTJASVN_Sector Report_Port & Maritime Transport_Outlook 2026_OUTPERFORM_31.12.2025
The Vietnamese port and Maritime Transport sector recorded solid growth in 2025, despite the impacts from reciprocal tariff developments, policy adjustments, and changes in industry structure. Entering 2026, we expect the sector’s business outlook to remain positive, supported by Vietnam’s increasingly strong position in the global supply chain, along with proactive efforts by industry players and alliances to seize opportunities through port capacity expansion and enhancements in shipping capacity.
Recommended stocks: HAH, VSC, GM
25/12/2025
(EN) GTJASVN Research _Steel Sector Updates_Dec 2025_ 24.12.2025 The steel industry continued to experience significant volatility in 2025, affected by...
16/12/2025
(EN) GTJASVN RS_BANKING INDUSTRY OUTLOOK 2026_PUSHING THE PACE WITH GUARDRAILS ON_DEC 15, 2025
08/12/2025
In 2026, Vietnam’s consumer sector is expected to maintain its positive growth trajectory, supported by a stable macroeconomic foundation and key policy...