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VietnamStrategyMidyear2025 20250606 (228 251) by Nguyễn Thanh Hoa is a document available to read on EtoBox.

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The document discusses the transportation and logistics sector in Vietnam, highlighting growth in air passenger numbers driven by improved consumer spending and tourism policies, while air cargo faces potential declines due to US tariff threats. Long Thanh International Airport is progressing with construction and expansion plans, and competitive pressures in seaports are expected to increase. Stock recommendations include ACV and AST, which are projected to benefit from the recovery in air travel and new c

Author

Nguyễn Thanh Hoa

Language

EN