Sector Insight

1. Vietnam logistics market update in Q1/2026

Prolonged instability in the Middle East continues to weigh on the global shipping market as key trade routes face disruptions, transit times lengthen, and fuel costs rise. As a result, logistics costs have entered a renewed upcycle in 2026 following a period of easing, becoming a significant headwind for Vietnamese exporters.

2. Outlook for 2H2026 

Freight rates are likely to remain high, driven by ongoing port congestion and the lack of improvement in transit times.

Concerns over potential global supply chain disruptions have led customers to bring forward orders in an effort to secure supply ahead of the year-end peak season. As a result, demand for container shipping and vessel chartering remains robust, supporting carriers' ongoing network expansion through the addition of new service routes, particularly on Trans-Pacific and Indian Subcontinent trade lanes.

3. Investment Opportunities in Logistics Stocks

GMD, HAH