vietnam

The Vietnam category covers economic developments, investment trends, and policy updates specific to the country. It explores market opportunities, trade relations, industry growth, and government initiatives, providing insights into Vietnam’s role in global supply chains, emerging sectors, and foreign business expansion.

 

REE Corporation: Vietnam Stock Overview

In the first half of 2024, REE’s revenue reached US$161.5 million, down 11.5 percent year-on-year. This is partly due to the El Niño phenomenon which has seen drought-conditions in parts of Vietnam, reducing water in hydropower catchments. Additionally, a government policy prioritizing coal-fired thermal power plants to conserve water during the dry season has limited hydropower’s participation in the electricity market…

Read More »

Vietnam Purchasing Managers Index records 2.3 point fall in August

The S&P Global Vietnam Purchasing Managers’ Index has recorded a 2.3 point fall in August, from 54.7 in July to 52.4 a month later, according to a press release from the firm. This does, however, signal the continued expansion of Vietnam’s manufacturing sector for the fifth month in a row…

Read More »

Cheap meat imports continue to create discontent in Vietnam

Cheap imported meats have become an increasing concern among local meat producers with similar articles appearing in state media every other week. This narrative is largely growing in prominence on the back of a number of free trade agreements Vietnam has signed on to that are bringing down import tariffs on meat products. This has further been exacerbated by challenges in the local meat industry, particularly repeated outbreaks of African Swine Fever…

Read More »

Key Vietnam car maker reports profit fall of 6 percent in first half 2024

From a peak in 2022 of VND 7.4 trillion or US$298.3 million, Thaco has seen its profits continue to fall. This has been attributed to a decline in car sales on the back of broader economic challenges in Vietnam. This is, however, only one part of much bigger changes in Vietnam’s car market as new trade agreements pull down tariffs on imports and trade remedies against cars imported from China into the US and EU see Chinese car makers search for new markets…

Read More »

Cheap Chinese imports weighing on Vietnam’s small retailers

Whereas Vietnam has benefit from its proximity to China with respect to developing its own manufacturing industry as firms look to diversify their supply chains out of China, its proximity also means that it is much easier for Chinese manufacturers to access Vietnam’s consumer market…

Read More »

Central Vietnam government looks for investors in new steel factory

Developing a steel project right now doesn’t seem to be particularly prudent in that there are a myriad of trade remedies investigations into steel imports around the world currently underway, including against steel from Vietnam. These trade remedies cases look to be the result of increased exports of cheap steel from China and Vietnam on the back of a fall in demand at home following slumps in their respective real estate markets…

Read More »

Electronics Retailer Digiworld: Vietnam Stock Overview

As the core business of Digiworld, the electronic devices segment has been challenged by declining demand and intense competition–in the broader market, electronics retail chains like FPT Shop and Mobile World, have also closed a number of underperforming stores. With this in mind, Digiworld has implemented a horizontal development strategy, which involves adding new brands and entering new industries through mergers and acquisitions…

Read More »

US IP group claims ‘stunning victory’ over Vietnam-based video piracy network

Of note, this isn’t the first time an illegal streaming website has been shut down in Vietnam only to reappear days later under a slightly different domain name. Popular illegal streaming site Phim Moi has been shut down repeatedly since 2021 but is still alive and well. Likewise Fmovies appears to be back online already under a slightly different domain name.

Read More »

Japan’s Toyo Solar limits Vietnam solar panel production on trade investigation

Japan’s Toyo Solar is reducing its solar panel output at its Vietnam-base affiliate Vietnam Sunergy from 2.5 gigawatts this year to just 1.9 in response to a US trade investigation into solar panels from Vietnam, the company has said in a press release. The company goes on to say that it will wait for preliminary investigation results before making further moves…

Read More »

Google is considering building a data centre in Vietnam: Reuters

Of note, electricity is relatively cheap in Vietnam. The average world electricity price is about 15.5 US cents per kilowatt-hour, however, electricity in Vietnam runs at about 7.2 US cents per kilowatt-hour. That said, power shortages and blackouts across northern Vietnam in 2023 cost the economy around US$1.4 billion by one World Bank estimate. This is likely to be a key challenge for the company if it is to go ahead.

Read More »

Vinh Hoan (seafood): Vietnam Stock Overview

Vinh Hoan, listed on the Ho Chi Minh Stock Exchange under the ticker VHC, is a leading Vietnamese seafood company. Established in 1997, it has become one of the world’s largest pangasius exporters, with a strong presence in the US and Europe…

Read More »

Vietnam News Roundup: August 23 to August 29

This week’s Vietnam news roundup covers foreign trader stock market activity, Vietnam’s plane shortage, the World Bank’s latest GDP forecast, the latest Mercedes-Benz factory licensing challenge update, VinPearl’s latest bond issuance in Singapore, and more…

Read More »

TCL Smart TVs made in Vietnam caught up in US trade probe

TCL has had a presence in Vietnam since 1999. Its headquarters in the country are in Binh Duong, next door to Ho Chi Minh City, on which the firm has spent US$45 million and at which it employs 2000 staff. The facility is expected to make an estimated 6 million units this year most of which are destined for the US market. In this context, this trade investigation in the US could have a significant, adverse impact on Vietnam, depending on the outcome.

Read More »

US announces September Vietnam trade mission to boost agricultural exports

Of note, the US was slated to benefit from a range of tariff reductions on agricultural goods in Vietnam as part of the Trans-Pacific Partnership agreement. It was, however, withdrawn by the Trump administration. This has put US agricultural producers on the back foot compared to other major agricultural producers like Australia and Canada in the Vietnam market…

Read More »

Vietnam Stock Reviews: Gelex Group

In the first half of 2024, revenue and pre-tax profit experienced an increase of 3.8 percent and 74.4 percent compared to the previous year, respectively. The significant increase in pre-tax profit was partially attributed to the sale of majority stakes in three Gelex Group subsidiaries to Singapore’s Sembcorp. Of note, in August 2024, 300 million shares in Gelex Electric, a subsidiary of Gelex Group, were officially listed on the Ho Chi Minh Stock Exchange under the ticker GEE.

Read More »

Vietnam rare-earths war heats up with Chinese SOE throwing hat in mix

Of note, the US Geological Survey’s Mineral Commodity Summaries 2024 estimated Vietnam’s rare earth reserves to be in the vicinity of 22 million tons. China, which has the largest reserves, for comparison, is estimated to have double that at 44 million tons, and Brazil which comes in third place has roughly 21 million tons…

Read More »
🛑 BEFORE YOU GO ⬇
Create your listing