Forecast – HoSE Indexes review in 4Q26
On Oct 19, the Ho Chi Minh City Stock Exchange (HSX) will officially announce the results of the semi-annual review of the VNDiamond Index, with...
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Banking Sector - 2Q26 Update and Outlook - Let Execution Compound
System-wide credit growth accelerated in 2Q26, although growth was highly differentiated across banks. By end-1H26, system-wide credit grew 8.37%...
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ACB [BUY +34.0%] - Accelerating Transformation; Gold Business Restarts
We increase our forecast for ACB’s average 2025-2029F credit growth from 16.6% to 19.2% as we believe our previous forecast was conservative.
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ETFs Monitor in 3Q26
Accordingly, ETFs tracking these indices are expected to carry out portfolio rebalancing, with the bulk of execution concentrated on July 31.
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Forecast – HoSE Indexes review in 3Q26
Based on our calculation, MCH and TCX are obviously eligible for inclusion in the VN30 basket in the upcoming review, as they satisfy all screening...
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