1οΈβ£ Shifting trend: from export to direct investment πΌ
Thai corporations are changing their strategy, not only selling into Vietnam but shifting to building a long-term business ecosystem, locating factories, opening retail chains and developing finance right in the domestic market.
2οΈβ£ The "big guys" are clearly present in Vietnam πΉπ
* Industry: Amata Corporation, WHA Corporation
* Retail: Central Retail, Berli Jucker, CP Group
* Energy: Gulf Energy Development, B.Grimm Power
* Heavy industry: Siam Cement Group
* Finance: Bangkok Bank, Kasikornbank
* Consumer: ThaiBev, Minor International
3οΈβ£ Update 2026: Restructuring & market selection π
* Central Retail focuses on expanding GO! and Tops Market, withdrew from the Nguyen Kim electronics segment
* Siam Commercial Bank turns to digital finance, stops the Home Credit deal
* Siam Cement Group adjusted plans at the Long Son project according to market fluctuations
4οΈβ£ Why has Vietnam become a "strategic destination"? π
* Population size of more than 100 million people β large purchasing power
* Stable GDP growth of 5β7% β sustainable market
* Central location in ASEAN β convenient supply chain
5οΈβ£ Strategic perspective π€
Vietnam is shifting its role from "consumer market" to "regional production and operation base". Thai businesses not only compete but also seek to put down long-term roots, creating a deep impact in retail, industry and finance.
π This means: competition will become more and more fierce, but it also opens up great opportunities for cooperation and upgrading the domestic value chain.
#VietnamEconomy #ThaiBusiness #ASEAN #Investment #CentralRetail #SCG #VietnamMarket πΏπ

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