FPT [BUY +22.6%] - Global IT Recovery from 2026F to Lead Medium-Term Growth - Update
We cut our target price (TP) for FPT by 4% to VND116,600/share but upgrade our rating to BUY from OUTPERFORM as the stock price has decreased ~10%...
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FPT Corp (FPT) - Global IT Signed Revenue Rebound to Drive 2026F Recovery
We expect tariff finalization to improve visibility for global IT clients, driving a rebound in signed revenue from H2 2025, which should flow...
366 Views
Forecast – HoSE Indexes Review in 4Q25
In this review, VIB – previously placed on the watchlist for removal, due to its failure to satisfy the minimum FOL threshold of 65% (Section 3.7)
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Stock recommendations (Vietnam Market)_October 2025
Management cited weaker overseas IT services due to tariff-related delays and fewer small contracts as clients adopt AI solutions.
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Stock recommendations (Vietnam Market)_April 2025
Despite a moderate 15.2% YoY increase in total assets to VND978tr, TCB maintained strong expansion in core profit-generating assets, with credit...
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