{"id":35245,"date":"2026-03-05T17:05:55","date_gmt":"2026-03-05T10:05:55","guid":{"rendered":"https:\/\/gtjai.com.vn\/?post_type=research&#038;p=35245"},"modified":"2026-03-06T17:06:12","modified_gmt":"2026-03-06T10:06:12","slug":"gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en","status":"publish","type":"research","link":"https:\/\/gtjai.com.vn\/en\/research\/gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en\/","title":{"rendered":"GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en"},"content":{"rendered":"<p><span style=\"font-family: helvetica, arial, sans-serif\"><a href=\"https:\/\/gtjai.com.vn\/wp-content\/uploads\/2026\/03\/GTJASVN-Research-_Construction-Sector-Outlook-2026_Posititve_Feb-2026_en.pdf\">GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en<\/a><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\"><b>Pillars Supporting the 2026 Construction Industry Outlook<\/b><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\">1.<i>Public investment remains the key pillar, with expected disbursement approaching VND 1 quadrillion<\/i><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\">2.<i>Real estate recovery and the planning of new mega-urban areas are creating significant project opportunities<\/i><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\">3.<i>Industrial park construction is supported by strong FDI prospects despite the 2025 tariff issues<\/i><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\"><b>Investment Recommendation<\/b><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\">Regarding the investment outlook, we continue to focus on leading companies in the industry:<\/span><\/p>\n<ul>\n<li><span style=\"font-family: helvetica, arial, sans-serif\">Infrastructure construction companies will continue to benefit from the planning of major North\u2013South projects, including the North\u2013South high-speed railway, component projects of the North\u2013South expressway, as well as East\u2013West connecting routes in Southern Vietnam.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif\">In the civil construction segment, leading companies such as CTD continue to build a growing backlog, thanks to their strong experience and superior construction efficiency.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif\">Notably, despite the large construction backlog, companies in the sector still face several challenges, particularly the rising prices and shortages of raw materials as construction activity accelerates across all segments. In addition, the recent upward trend in interest rates is increasing financial pressure on businesses. Therefore, we emphasize focusing on companies with strong financial capacity.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\"><b>Recommended Stocks: <\/b><b>CTD, VCG, HHV<\/b><\/span><\/p>\n","protected":false},"author":31,"featured_media":0,"template":"","cate_research":[80],"specialized":[],"class_list":["post-35245","research","type-research","status-publish","hentry","cate_research-bao-cao-doanh-nghiep-en"],"yoast_head":"<title>GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en - GTJA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtjai.com.vn\/en\/research\/gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en - GTJA\" \/>\n<meta property=\"og:description\" content=\"GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en Pillars Supporting the 2026 Construction Industry Outlook 1.Public investment remains the key pillar, with expected disbursement approaching VND 1 quadrillion 2.Real estate recovery and the planning of new mega-urban areas are creating significant project opportunities 3.Industrial park construction is supported by strong FDI prospects despite the 2025 tariff [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gtjai.com.vn\/en\/research\/gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en\/\" \/>\n<meta property=\"og:site_name\" content=\"GTJA\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-06T10:06:12+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gtjai.com.vn\/#website\",\"url\":\"https:\/\/gtjai.com.vn\/\",\"name\":\"GTJA\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gtjai.com.vn\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gtjai.com.vn\/en\/research\/gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en\/#webpage\",\"url\":\"https:\/\/gtjai.com.vn\/en\/research\/gtjasvn-research-_construction-sector-outlook-2026_posititve_feb-2026_en\/\",\"name\":\"GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en - 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