December 2, 2024

Vietnam’s PMI falls in November but still in growth territory

The S&P Global Vietnam Manufacturing Purchasing Managers’ Index recorded a fall in November over October, from 51.2 points to 50.8, according to a press release from the firm. This is still above the 50-point no-change point signalling the sector is still in an expansionary phase.

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Vietnam NA approves Vietnam Airlines share issue to clear outstanding debts

This is an interesting development in that 86 percent of the airline is owned by the government. With this in mind, the National Assembly has effectively given the government permission to issue several thousand billion dong worth of shares to itself. It’s not clear, however, if the National Assembly will give the government permission to buy said shares.

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Concerns re: Low domestic consumption spark response from Vietnam PM

Overall, local media coverage suggests broad consensus that there is a domestic consumption problem, relative to past experiences, in the lead up to the Lunar New Year. That said, there does not seem to be much in the way of analysis of the specific aspects of the Prime Minister’s Directive or how it might manifest in a practical sense…

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Vietnam NA approves resuming pursuit of Ninh Thuan nuclear power plant

Coverage from Dau Tu Chung Khoan notes that the cost was estimated to be VND 200,000 billion in 2009 (This is about US$7.9 billion at today’s exchange rate). In addition, the publication points out that several key issues were raised by the NA including radioactive waste management and community safety, though these do not appear to have been addressed.

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