Investment Rating - The report upgrades Vietnam to Overweight (OW) within ASEAN, alongside Singapore and the Philippines, while maintaining Neutral on Indonesia and Malaysia, and Underweight on Thailand [1][18]. Core Insights - Vietnam's recent tariff deal with the US, setting a 20% rate on domestically-produced goods, is viewed as a significant positive development, potentially boosting foreign direct investment (FDI) and supporting economic growth [3][19]. - The report anticipates that announcements of trade deals and lower tariffs will serve as key catalysts for market movements in the near term, particularly for countries actively negotiating with the US [4][19]. - Despite the positive outlook, the report cautions that it is still early for earnings forecasts to rebound, with potential risks of downward revisions remaining [4][19]. Summary by Sections Tariff Negotiations - Vietnam has successfully negotiated a reduction in tariffs from 46% to 20%, with a 40% tariff on transshipment goods, which may impact exports with significant Chinese content [5][19]. - Other ASEAN countries, including Thailand, Malaysia, Indonesia, and the Philippines, are still in discussions with the US regarding tariff negotiations [1][5]. Economic Growth and FDI - Vietnam's GDP growth is projected to approach 8% in 2Q25, driven by public spending and investment disbursement, distinguishing it from other ASEAN nations with limited fiscal room [18][20]. - The report highlights that Vietnam's manufacturing and export sectors are expected to remain resilient, supported by a favorable tariff environment compared to China [19][20]. Sector Focus - Key sectors to watch include industrial real estate, ports, logistics, construction, and technology producers, which are expected to benefit from the lifting of uncertainties surrounding trade policies [4][15]. - The report recommends a focus on domestic growth proxies, particularly in Vietnam's banking, industrial, and consumer discretionary sectors [18][19].

EastGroup Properties (EGP) 2025 Conference June 04, 2025 01:15 PM ET Speaker0 Good. All right. Good afternoon, everyone. I'm Jonathan Hughes, of the real estate analysts at Raymond James. Thank you for joining this discussion to hear more about the EastGroup story. Joining me on stage is President and CEO Marshall Loeb and CFO Brent Wood. First Marshall's gonna give an overview of the company, then I will ask some questions address key topics and issues, and then we can open it up to questions from the audi ...

Group 1 - Rexford Industrial Realty, Inc. (NYSE: REXR) is identified as one of the few industrial REITs in the portfolio of the analyst [1] - The decision to include REXR in the portfolio was made in February of the current year [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on shaping financial strategies for top-tier corporates [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]