Vietnam’s ambition to become a regional transshipment hub is gaining momentum, supported by growing interest from one of the world’s largest shipping companies. On October 9, Mediterranean Shipping Company (MSC), the world’s largest container shipping company with approximately 22% global market share, expressed interest in further expanding its investment in Vietnam, particularly in port infrastructure […]
Vietnam has reached an important milestone in its sovereign credit rating journey. On October 8, Japan’s Rating and Investment Information (R&I) upgraded Vietnam’s sovereign rating from BB+ to BBBโ, marking the country’s first investment-grade rating from an international credit rating agency. The upgrade recognizes Vietnam’s strong economic fundamentals, with GDP growth reaching 9.0% y/y in […]
Summary of H1 2026 results and outlook of Dong Hai Ben Tre JSC (DHC VN) Net revenue rose 18.0% y/y to VND2,013bn, while net profit surged 98.6% y/y to VND315bn. This stronger-than-expected earnings upsurge was supported by the dual tailwind: (1) revenue growth following the higher average selling prices (ASPs) of both segments and better […]
Weย would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of theย TIM Vietnam Actively Managed Certificate for September 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in September 2026 Vietnamโs Economy In September 2026, General Secretary and President […]
Samsung Electro-Mechanicsโ latest investment is another strong signal of Vietnamโs increasingly important role in global technology supply chains. The company plans to invest around US$1.85bn in Vietnam to expand production capacity for FCBGA semiconductor packaging substrates, used in high-performance CPUs, GPUs and AI accelerators. The investment is part of Samsung Electro-Mechanicsโ broader capacity expansion program […]
Summary of H1 2026 results and outlook of Nam Long Investment (NLG VN) The residential real estate market saw a further increase in new supply as more streamlined legal procedures shortened development timelines and allowed more projects to enter the sales phase. However, the supply composition remained misaligned with end-user affordability, with high-end products accounting […]
Vietnam has just joined FTSE Russellโs Emerging Markets indices, bringing expectations of around US$1.5 billion in passive inflows into the market. The first impact is relatively clear. Passive capital follows index weights, so much of that money will naturally concentrate in Vietnamโs largest and most liquid companies, broadly the VN30 universe. But the more interesting […]