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Macro Update: Update on cabinet meeting
Equity Research Update: F88 Investment Joint Stock Company (F88): Listing Overview and Investment Highlights
08/08/2025
DownloadMacro Update: Vietnam Macro & Inflation Update – July 2025
Equity Research Update:
FPT VN (Outperform; TP VND 124,200): Pullback presents opportunity: upgrading to OUTPERFORM
GAS VN (Market Perform; TP VND 71,900): Short-term spark, medium-term caution
07/08/2025
DownloadMacro Update: Vietnam Macro Update – July 2025: Retail Sales in Focus Amid Strong Investment Momentum and Benign Inflation
Equity Research Update: HPG VN (BUY; TP VND 33,000): Growth after growth
06/08/2025
DownloadMacro Update: Update on central bank meeting with commercial bank: Balancing act as lower lending rates should meet stable currency
Equity Research Update: DCM VN (Outperform; TP VND 42,400): Margin expansion driven by stronger urea prices and VAT-related cost savings
05/08/2025
DownloadMacro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: CTR VN (Outperform; TP VND 108,000): Solid earnings amid bts rollout lag – Rating upgraded to OUTPERFORM
04/08/2025
DownloadMacro Update: More Credit Helps, Capital Market Reform Helps More
Equity Research Update: TAL VN: Unlocking Competitive Advantage from a Strategic Landbank
01/08/2025
DownloadMacro Update: Draft Decree on Corporate Income Tax Incentives
Equity Research Update: IMP VN (Outperform; TP VND 58,000): Prescription for Growth
31/07/2025
DownloadMarket Wrap: Market’s flash crash after historical high session
Macro Update: Update on Land Laws revision
Equity Research Update: VRE VN: 2Q25 Business Results Overview
30/07/2025
DownloadMarket Wrap: Market boomed with new records made in index points and trading turnover
Macro Update: Update on trade
Equity Research Update: VPB VN (Outperform; TP VND 27,300): 2Q25 result: Solid beat
29/07/2025
Download28/07/2025
DownloadMacro Update: Proposed Amendments to the Law on Public Debt Management
Equity Research Update: HT1 VN (Outperform; TP VND 15,700): Strong earnings rebound underpinned by robust demand and easing input costs
25/07/2025
DownloadMarket Wrap: The VNIndex sustained 1500pts threshold on robust liquidity
Macro Update: Update on Reciprocal Tariff Developments and Vietnam’s Trade Outlook
Equity Research Update: VLB VN (Outperform; TP VND 59,700): Infrastructure Boom Fuels Strong Double-Digit Growth Outlook
24/07/2025
DownloadMacro Update: Update on the draft on personal income tax law
Equity Research Update: TCB VN (Market Perform; TP VND 38,800): 2Q25 Business Results Overview
23/07/2025
DownloadMacro Update: Circular 14/2025: A Dual Approach to Prudence and Growth
Equity Research Update: VNDiamond, VNFIN Lead Indices 3Q25 Review Results
22/07/2025
DownloadMacro Update: Update on land policy reform
Equity Research Update: NT2 VN (BUY; TP VND 25,000): 1H25 recap: NT2 reports strong 2Q25 results, surpassing full-year guidance
21/07/2025
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