08/01/2026
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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
13/10/2026
(EN) GTHTVN RS VNM Equity Report _Defensive Stock with an Attractive Dividend Yield _TP59,000_Oct 13,2026 BUSINESS UPDATES According to VNM’s 1H26 business...
02/10/2026
GTHTSVN Research_Sector Report_Vietnam Industrial RE Sector Updates_Oct 1 2026_EN (1) Vietnam Industrial Real Estate: 1H2026 Bright Spots and Strategic...
26/08/2026
The 2025-2026 period continues to mark a strong transformation for Vietnam’s securities sector, with simultaneous expansion in capital base, client base...
