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BIDV (banking): Vietnam Stock Overview

BIDV, trading under the ticker BID on the Ho Chi Minh Stock Exchange, is a leading commercial bank in Vietnam. It provides a wide range of financial solutions, from deposits and loans to electronic payments, investments, and insurance. With total assets reaching US$102 billion, BIDV has the largest asset base in the Vietnamese banking system.

In 2023, the Vietnamese banking industry grappled with the effects of global inflation and tight monetary policy. Although the State Bank adjusted interest rates down and the government eased credit conditions, credit growth reached only 13.8 percent, below the planned 14 percent. Consequently, the total operating income of Vietnamese commercial banks rose by a modest 3.32 percent, and after-tax profit remained nearly stagnant.

In this context, BID recorded total operating income increased by only 5 percent reaching nearly US$3 billion compared to the previous year. However, this was mainly driven by a 26 percent increase in non-interest income including income from fees and commissions, trading of foreign currencies, and securities investments. Net profit rose by 21.79 percent reaching US$895 million, this was in part due to a 14.7 percent decrease in credit risk provisions compared to the previous year.

In the first half of 2024, BID achieved better performance, with total operating income and net profit rising by 8.3 percent and 12.1 percent year-over-year respectively. This growth was primarily driven by a significant increase in corporate loans for commercial production and mortgage loans, as well as gains in trading and forex-related income.

Disclosure: The author does not have any financial interest in BID stock.

See also: Banking in Vietnam: Industry Overview 2024

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