Sector Industrial Reports | [INDUSTRIAL REAL ESTATE]

[INDUSTRIAL REAL ESTATE] - Prepare to welcome the eagle

24/10/2023

Summary

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.

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Sector

Industrial real estate