NEWS & INSIGHTS
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INSIGHTS
MONTHLY HIGHLIGHTS
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COMPANY RESEARCH
IDICO Corporation (IDC VN) – 9M 2025 – FDI Resilience Supports Industrial Land Demand
December 25, 2025

Summary of 9M 2025 results and outlook of IDICO Corporation JSC (IDC VN) IDC secured 55ha of new leasing contracts across five ongoing projects, with sustained demand driving a 4.4% y/y increase in average leasing prices. Although leasing activity in Q3/2025 slowed compared with the first half as many manufacturers adopted a wait-and-see stance, sentiment […]

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Summary of 9M 2025 results and outlook of FPT Corporation (FPT VN) Net revenue grew 10.3% y/y in 9M/2025. Global IT outsourcing (51.3% of total revenue) grew 12.8% y/y, though the pace was tempered by a slower order backlog in the first half, as global macro uncertainties prompted clients to delay investment decisions and adopt […]

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VGP – A grand ceremony will be held on December 19 to mark the groundbreaking and inauguration of 234 projects with a total investment capital of VND 3.4 quadrillion (US$129.1 billion). These projects are expected to create new momentum for Viet Nam to achieve double-digit economic growth in the coming years. Of the projects, 148 […]

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A Boeing 787 Dreamliner, the largest wide-body aircraft currently operated by Vietnam Airlines, touched down at Long Thanh International Airport on Dec. 15, marking a key technical milestone as Vietnam’s biggest aviation project enters its final preparation phase. Operating flight VN5001, the aircraft departed Noi Bai Airport in Hanoi at noon, stopped briefly at Tan […]

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Vietnam in 2026: Acceleration Begins
INSIGHTS
December 18, 2025

Vietnam is closing 2025 with resilient growth and a stable macro backdrop. Despite concerns around U.S. tariff risks, exports and FDI disbursement have held up well, while public investment continues to support the economy, helping Vietnam deliver one of the strongest growth profiles in Southeast Asia. The stock market gained 31.1% in 11M/2025 and received […]

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Summary of 9M 2025 results and outlook of Phuoc Hoa Rubber JSC (PHR VN) PHR operates two main business segments: (1) rubber plantation and natural rubber sales, and (2) conversion of plantation land for industrial park (IP) development. In 9M/2025, net profit increased 82.6% y/y to VND462 bn, mostly supported by earnings growth from both […]

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According to the Thai Chamber of Commerce in Vietnam (ThaiCham), Thailand is at risk of losing its competitive edge as Vietnam continues to surge ahead in foreign investment and high-tech manufacturing. FDI into Thailand fell to USD 32 billion in 2024, compared with USD 38 billion for Vietnam — a gap that ThaiCham described as […]

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