Manufacturing & Industry

This category focuses on industrial production, from electronics and textiles to automotive and heavy industry. It covers FDI trends, supply chain developments, factory expansions, and government regulations shaping the industrial landscape. As a key driver of economic growth, manufacturing plays a crucial role in global supply chains, technological advancements, and industrial competitiveness.

Cross-border service providers see jump in tax payments in Vietnam year-on-year

Cross-border service providers that do not have an office in Vietnam have been required to pay tax under Vietnam’s Foreign Contractor Tax regime since 2021. Of note, most of these firms are actually required to open local offices per the Law on Cyber Security, however, few of them have with foreign firms in local offices set to “bear stricter supervision and satisfy more requirements,” according to the Ministry of Information and Communication…

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US automotive manufacturer inaugurates second Vietnam factory

Motorcycle sales, despite a decline of 16.21 percent in 2023 compared to 2022, still far exceeded car sales. The comparison between the over 2.5 million motorcycles sold and just over 214,000 passenger cars sold underlines how deeply motorcycles are integrated into daily life…

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Vietnam coal imports shrink August over July

Vietnam’s coal imports in terms of volume fell by 23.7 percent, and in value by 18.3 percent in August over July, according to Vietnam’s General Department of Customs. Coal imports for the year, however, are still up by 32.7 percent in terms of value and 16 percent in terms of

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Vietnam footwear exports down 2.1 percent August over July

Vietnam’s footwear exports fell by 2.1 percent in August over July from US$2.12 billion to US$2.08 billion. Footwear exports for the year, however, have reached US$14.95 billion which is an increase of 10.5 percent over the same period last year. The biggest recipients of shoes made in Vietnam in August were the United States, China, and the Netherlands.

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Saigon Beer Alcohol Beverage Corporation: Vietnam Stock Overview

Notably, Sabeco is looking to acquire a majority stake in Saigon Binh Tay Beer Corporation, commonly known as Sabibeco Group, which produces beer under the Sagota brand. If Sabeco succeeds in taking control of Sabibeco, it would overtake Heineken as the largest beer producer in Vietnam…

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Vietnam News Roundup: September 6 to September 12

This week’s Vietnam news roundup covers trade remedies against Vietnamese steel tubes, import and export data for August, corporate bond issuances last month, as well as an update on registered FDI in Vietnam this year, and a planned beer company takeover, and more!

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Taiwan footwear maker to drop US$100 million on new factory in central Vietnam

This will add to Dah Lih Puh’s existing operations in Vietnam which are mostly conducted through its subsidiary Viet Glory. Viet Glory came to prominence in Vietnam in October of 2023, when 7000 of its workers went on strike in search of a pay rise. This was successful with workers returning to work six days later for a bigger paycheck…

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Vietnam imports reach US$33.7 billion in August, down .4 percent vs July

Of note, Vietnam’s role in manufacturing supply chains is mostly in the final stages of assembly and packaging which is often performed using imported parts and components. The slight fall in imports month-on-month could therefore be indicative of a future decline in exports. That said, it is only data from one month–July’s imports were up 11.2 percent over June and one data point does not a pattern make. That said, it may still be worth keeping an eye on…

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Vietnam steel pipes and tubes to face dumping duties in India

Of note, India also initiated an anti-dumping probe, at the request of the Indian Steel Association, back in August, into hot rolled coiled-steel from Vietnam. With this in mind, this latest piece of news may be an augur of things to come for Vietnam’s steel industry…

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Vietnam’s banks take lion’s share of Vietnam’s corporate bond debt in August

The bulk of these corporate bonds were issued to Vietnam’s banks which is inline with observations in July that a shift is taking place. Specifically, corporate bond debt looks to be moving from the real estate and construction sectors across to the banking sector which would fit with the broader narrative around real estate firms struggling to access capital.

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Vietnam outbound FDI falls 64.6 percent year-on-year to end August

Mining, processing and manufacturing, and retail were the biggest recipients accounting for 39.8, 19.7, and 16.8 percent, respectively. These investments have mostly been concentrated in the Netherlands, Laos, the UK, and the USA accounting for 37.1, 25.78, 13.4, and 12.7 percent of these investments, respectively…

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Asia Commercial Bank: Vietnam Stock Overview

In the first half of 2024, ACB’s total operating income and net profit rose by 5.5 percent and 4.7 percent year-over-year respectively. This positive growth was primarily attributed to a more stable macroeconomic environment and a rebound in credit demand. As a result, the stock price has risen by 21.2 percent from the beginning of 2024 to September 9…

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Can Vietnam Ever Quit Coal?

At the Conference of Parties in Glasgow in 2021, Vietnam committed to reducing its carbon emissions to net-zero by 2050 a big part of which was reducing the burgeoning Southeast Asian nation’s dependence on coal. Three years on, however, and Vietnam’s de-coalification appears to have stalled with coal power and coal imports both on the rise. So what’s changed? Why has it changed? And what might happen next?

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Private sector CEOs in Vietnam on almost double SOE counterparts

Notably, earlier this year the Prime Minister of Vietnam, Pham Minh Chinh, suggested SOEs should consider foreigners for executive positions. He went on to say that better remuneration packages and higher salaries would be key. This latest development adds some context to the Prime Minister’s remarks and suggests that improvement in remuneration would need to be sizable.

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Singapore food conglomerate to build coffee processing plant in central Vietnam

This announcement is in line with Vietnam being one of the biggest coffee producers in the world. This has seen a number of key international brands develop processing facilities in Vietnam. Notably, last year, France’s Louis Dreyfus Company and Poland’s Instanta Sp. z o.o. inaugurated a freeze-dried instant coffee production facility in Vietnam’s Binh Duong province. The project reportedly cost US$84.2 million with a capacity of 5,600 tonnes…

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Vietjet Air: Vietnam Stock Overview

Moving forward, total demand for air passenger transport in 2024 is forecast to reach 84.2 million passengers, an increase of 15 percent compared to 2023. However, the aviation industry has been facing a shortage of aircraft due to a recall of Pratt & Whitney engines. VJC has had to temporarily ground 22 of its 85 aircraft for maintenance and repairs and this may last until 2025…

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Vietnam’s Saigon Beer maker planning increased stake in local beer brand Sagota

Vietnam’s beer market has reported some challenges over the last couple of years from stricter enforcement of drink driving laws, to belt-tightening among consumers on the back of broader economic challenges, to greater competition and an increase in imported beers. As a result, a number of beer makers in Vietnam have recorded negative or slower than expected growth. In this context, this announcement could be the beginning of an era of consolidation within the industry…

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