Consumer durables is a cataloguing of consumer goods that are not essential to be bought very often as they are fashioned in a way so as to last for an extended period of time. Profits in the consumer durables sector were most profoundly…
BMI View: There are significant opportunities for independent power producers (IPPs), turbine
manufacturers and private investors in Vietnam's thermal power generation sector - particularly the coal
segment. A flurry of private sector activity in the coal sector will be supported by rapid growth in electricity
demand and market deregulation, as well as delays to nuclear expansion and insufficient domestic gas
The thermal generation segment in Vietnam will continue to offer sizeable opportunities for investors and
equipment suppliers. A number of large-scale power projects have advanced in the last few months - with
institutional investors and utilities entering the sector to benefit from the huge growth potential.
Latest Updates And Structural Trends
? Rosatom's involvement in Vietnam's emerging nuclear sector aligns with our view that nuclear projects in
Asia will be increasingly financed by foreign governments or state-owned utilities - particularly Russia
and China. Despite this development, we are not factoring any nuclear capacity into our 10-year power
forecasts in Vietnam, as there are still numerous barriers to project realisation.