Title | BSC Vietnam Sector Outlook 2025_EN |
---|---|
Report Type | Phân tích ngành |
Source | BSC |
Detail |
Date : 23/12/2024 Total pages : 0 Language : English File Type : .PDF FileSize : 10943 Kb Download: 67 Download |
Vote | (You must be logged in to vote) |
Short Content |
Dear Investors, Following the success of the Vietnam Sector Outlook Q4 Report, BSC is pleased to present the 2025 Outlook Report. In this report, we continue to maintain a positive outlook for 2025 for sectors such as Information Technology, Industrial Parks, Fisheries, F&B Retail, Building Materials, Textiles, Utilities, Banking, Chemicals – Fertilizers, Oil & Gas, and Maritime Transport. This assessment is based on the criterion that companies achieve a post-tax profit growth rate of over 15% in 2025. Our recommended stock portfolio focuses on key factors: 1. Scale growth benefiting from a strong economic recovery cycle, potential for valuation increase
2. Infrastructure investment disbursement + Real estate recovery boosting credit growth, consumption Group of Building Materials + Infrastructure + Real Estate:
Group of Banking – Retail – Consumer:
Investors can download the report for more detailed information. BSC wishes investors an effective, lucky, and successful investment year! Sincerely, BSC |