Vietnamese and US companies to announce 29 agreements during Lam's visit to the United States

M&A · PartnershipGeopoliticsIndustry
โดย ロイター·VNUS·Read original
Summary · why it matters

A series of agreements between US and Vietnamese companies in sectors including energy, technology, aviation and finance are expected to be announced next week to coincide with the New York visit of Vietnam's top leader, Communist Party General Secretary and State President To Lam. The plans were revealed by officials and documents obtained by Reuters. An internal planning document lists 29 agreements that could be announced at a business conference in New York on the 23rd, which Lam will also attend. The contents of the document are subject to change, and it does not set out the specific details of the planned agreements. US energy companies Murphy Oil and Chevron are expected to announce agreements with Vietnamese state oil and gas company PetroVietnam, while ExxonMobil is expected to announce an agreement with PetroVietnam Refinery and Petrochemical, Vietnam's second-largest refinery. Vietjet, Vietnam's largest private airline, is expected to announce it will lease up to 22 aircraft from four leasing companies, comprising 17 Boeing 737s and five Airbus A321neos. SpaceX is also set to announce an agreement to provide its Starlink satellite internet service to 120 Vietjet aircraft. The planning document also includes an agreement between US-based Meta and Vietnam's Ministry of Culture, and one between US semiconductor giant Qualcomm and Vietnamese telecom company VNPT. Visa, Mastercard and Citibank are also expected to announce agreements with partners in Vietnam's domestic financial and hospitality services sectors.

Impact on stocks 11

Digital Finance & Tokenization▲ · 3 stocks
Visa Inc. Class A
V
▲ PositiveDemandrelevance

Visa is expected to announce an agreement with partners in Vietnam's domestic financial services sector.

Citigroup Inc.
C
▲ PositiveDemandrelevance

Citibank is expected to announce agreements with partners in Vietnam's domestic financial and hospitality services sectors.

Mastercard Inc
MA
▲ PositiveDemandrelevance

Mastercard is expected to announce agreements with partners in Vietnam's domestic financial and hospitality services sectors.

Energy▲ · 2 stocks
Murphy Oil Corporation
MUR
▲ PositiveDemandrelevance

Murphy Oil is expected to announce an agreement with Vietnam's PetroVietnam, a concrete new business deal.

Chevron Corp
CVX
▲ PositiveDemandrelevance

Chevron is expected to announce an agreement with Vietnamese state oil and gas company PetroVietnam.

Space Economy▲ · 2 stocks
The Boeing Company
BA
▲ PositiveDemandrelevance

Vietjet is expected to lease up to 22 aircraft including 17 Boeing 737s, a concrete order for Boeing jets.

Semiconductors▲ · 1 stocks
Qualcomm Incorporated
QCOM
▲ PositiveDemandrelevance

Qualcomm is expected to announce an agreement with Vietnamese telecom company VNPT.

Energy Transition & Power Demand▲ · 1 stocks
Exxon Mobil Corp
XOM
▲ PositiveDemandrelevance

ExxonMobil is expected to announce an agreement with PetroVietnam Refinery and Petrochemical, Vietnam's second-largest refinery.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveRegulationrelevance

Meta is expected to announce an agreement with Vietnam's Ministry of Culture.

Industrials▲ · 1 stocks
Airbus Group SE
AIR
▲ PositiveDemandrelevance

Vietjet will lease five Airbus A321neo aircraft, a concrete order for Airbus.

Theme Impact 3

Off-coverage companies 4

PetroVietnamPrivate▲ Positive
Demandrelevance

PetroVietnam is expected to sign agreements with US energy firms Murphy Oil and Chevron.

VietJet Aviation Joint Stock CompanyPrivate▲ Positive
Demandrelevance

Vietjet is expected to lease up to 22 aircraft (17 Boeing 737s, 5 Airbus A321neos) and equip 120 jets with Starlink.

Vietnam Posts and Telecommunications GroupPrivate▲ Positive
Demandrelevance

VNPT is expected to announce an agreement with Qualcomm.

Binh Son Refining and Petrochemical (BSR)Private▲ Positive
Demandrelevance

ExxonMobil is expected to announce an agreement with PetroVietnam Refinery and Petrochemical, Vietnam's second-largest refinery.

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