Primer: Gelex Group (GEX VN) - Aug 2026
Gelex Group is a leading Vietnamese industrial conglomerate with a diversified portfolio across electrical equipment and infrastructure,...
100 Views
GEX [BUY +34.9%] - Strong GEE/VGC Core Earnings, Residential Land Bank Buildup - Update
Our higher valuation is mainly due to(1) a +18% electrical equipment valuation (+13% for GEE’s NPAT-MI projection and higher target P/E)...
96 Views
Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
915 Views
GEX [BUY +26.7%] - Expanding into Residential RE, Scaling up Core IP Business - Update
We raise our target price (TP) for GEX by 3.3% and upgrade our rating from MARKET PERFORM to BUY as its share price has decreased 28% over the past...
190 Views
Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
3.8k Views