Industrial Sector – Entering a New Growth Phase
Posted: Jul 23, 2026
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We believe Vietnam is still an attractive destination for investment inflows, supported by policy reforms aligned with the new business environment, improved infrastructure, and support for innovation and technology development;
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Policy reforms aimed at attracting both domestic and foreign investment into high-tech industries mark a structural shift in the industrial sector, from traditional IPs toward eco-IPs. This shift requires IP developers to upgrade their strategies to meet increasingly stringent requirements;
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We favor IP developers with sizeable undeveloped land banks and the flexibility to transform their strategies, as these companies are best positioned to benefit from the new growth cycle. Stock prices are traded at substantial discounts to their intrinsic value. We believe this is an appropriate time to accumulate IP stocks, particularly BCM, KBC, and IDC.
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