Companies with the highest export revenue on the stock exchange: Where are Hòa Phát, Hoa Sen, Vinamilk, FPT, Masan…?

According to the 2024 financial report, many companies on the Vietnamese stock exchange have a high proportion of export revenue, ranging from 11-99%. The textile and seafood industries have the highest proportions, with companies like Phan Thiết Textile (PTG) and Minh Phú Seafood (MPC) having rates from 89-99%. Vietnam’s export turnover in 2024 reached $405.5 billion, with nearly 30% directed towards the US. However, the US has announced a tariff plan with a base rate of 10% on Vietnamese goods, which could impact exports. Some experts predict this may create a slight advantage for Vietnam due to a small tax differential with other trading partners. Additionally, paying countervailing duties may reduce companies’ profits or force them to shift to other markets. Notably, the US is a crucial market for the textile industry, accounting for about 40% of exports, making it difficult to transition to other markets.