[INDUSTRIAL REAL ESTATE] - Prepare to welcome the eagle


  • Industrial real estate has a stable development over the years, with industrial park land prices having stable growth and occupancy rates always maintained at a high level.
  • The state has actively promoted public investment and investment in infrastructure. A total of VND 1,874 trillion will be invested in the period 2021 - 2030 for infrastructure projects across the country. Infrastructure development plays an important role in attracting foreign companies to invest in Vietnam.
  • The amount of registered FDI capital recorded outstanding growth in the second and third quarters of 2023 with a growth rate of more than 50% over the same period. Cumulatively for the first 8 months of the year, the amount of disbursed FDI capital reached USD 13,100 million (+1% YoY), the amount of registered FDI capital reached USD 18,146 million (+8% YoY). In addition, The upgrade of the relationship from comprehensive partnership to comprehensive strategic partnership between the US and Vietnam will continue to increase FDI capital flows into Vietnam.
  • Industrial real estate companies that own land banks in big cities are expected to benefit strongly from the above trend. Thereby, we recommend the following stocks: BCM, KBC, IDC, SZC.
Industrial real estate
Tien Le

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