Can I read Vietnam Banks Equity Research Update on EtoBox?

Vietnam Banks Equity Research Update by vominhchien2409 is a document available to read on EtoBox.

What is Vietnam Banks Equity Research Update about?

J.P. Morgan recommends selective investment in Vietnam banks, expecting a medium-term growth opportunity with a 12-18% EPS CAGR from FY24-27E, despite near-term risks related to PPoP challenges and trade deceleration. TCB is highlighted as a top pick due to real estate recovery, while ACB is downgraded to Neutral due to expected flat EPS in 2025. The report emphasizes the importance of stock-specific factors and structural reforms for long-term performance in the sector.

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vominhchien2409

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EN