08/01/2026
Share:
(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
14/05/2026
KEY HIGHLIGHTS Q1/2026 earnings performance of the 27 listed banks continued to maintain growth momentum, with sector-wide profit before tax increasing...
06/05/2026
(EN) GTJASVN_Sector Report_Automotive Sector__Policy Tailwinds Extended_05.05.2026 KEY INFORMATION Vietnam’s electric vehicle (EV) support policies continue...
25/04/2026
(EN) GTJASVN RS_MWG Equity Report _ Growth meets IPO catalyst_TP104,755_April 24, 2026 We maintain a positive view on MWG’s 2026 business outlook, underpinned...
