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Macro Update: Legal Advancements in International Arbitration within Vietnam’s IFC
Equity Research Update: DBD VN: 2Q25 Results: Strong Growth Momentum with Margin Expansion
29/08/2025
DownloadMacro Update: Update on petroleum product policy
Equity Research Update: Vietnam Industrial Parks Sector Update: Cost-Driven Profit Growth in 1H25, MOU Activity Faces Challenges in 2H25
28/08/2025
DownloadMacro Update: Decree 24/2012 revision: A Landmark Reform in Gold Market Regulation
Equity Research Update: MWG VN (BUY; TP VND 87,000): Growth engine shifts: grocery to take the lead in 2026
27/08/2025
DownloadMacro Update: Not a Currency Story
Equity Research Update: KDH VN (Market Perform; TP VND 36,500): Strong pipeline, Softer upside
26/08/2025
DownloadMacro Update: FX Intervention at a Perfect Timing
Equity Research Update: REE VN (Market Perform; TP VND 69,400): Hydropower drives power ahead, while real estate lags
25/08/2025
DownloadMacro Update: Ambition Meets Excitement
Equity Research Update: BMP VN (Outperform; TP VND 158,700): Real estate focus, pricing discipline set stage for 2026
22/08/2025
DownloadMarket Wrap: Flash dip neutralized with extended Banking rally
Macro Update: News briefing
Equity Research Update: MWG VN (BUY): Analyst Meeting Highlights: Doubling down on growth
21/08/2025
DownloadMacro Update: Progress Update on the International Financial Center (IFC) Initiative
Equity Research Update: GMD VN (Outperform; TP VND 75,000): 2Q25 Analyst Meeting: Positioning for a Re-rating
20/08/2025
DownloadMacro Update: Update on market upgrade
Equity Research Update: VNM VN (Market perform; TP VND 65,000): Recovery Evident, But Margin Headwinds Persist
19/08/2025
DownloadMacro Update: Update on electricity pricing mechanism
Equity Research Update: HDG VN (Market Perform; TP VND 33,000): 1H25 Earnings Miss Expectations; Outlook Supported by Real Estate and Hydropower
18/08/2025
DownloadMacro Update: Update on Decree 155 revision
Equity Research Update: HSG VN (Market Perform; TP VND 21,600): 3Q FY2025 earnings call – Against the headwind
15/08/2025
DownloadMacro Update: Update on Investment Laws revision
Equity Research Update: VHC VN (Outperform; TP VND 70,000): Navigating Tariff Headwinds with Strong Margin Recovery
14/08/2025
DownloadMacro Update: Update on government action plan for higher economic growth
Equity Research Update: 2Q25 Banking Sector Results: Strong Headline Growth, Mixed Underlying Performance
13/08/2025
DownloadMacro Update: Vietnam Expands Visa Waiver Program to Boost Tourism and Attract Global Talent
Equity Research Update: PGV VN: PGV powers ahead in 1H25: Earnings rebound driven by operational efficiency and favorable market conditions
12/08/2025
DownloadMacro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: VHM VN (Market Perform; TP VND 98,300): Mega Projects Propel Presales
11/08/2025
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