Stock recommendations (Vietnam Market)_February 2026
Please change this text!Loan expansion was primarily driven by the corporate segment, which grew 27.9% YoY, while retail loans grew more moderately...
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ETFs Monitor in 1Q26
The addition of VPL is in line with our expectations, as its 11th-ranked market capitalization, which makes VPL a must-have component with a...
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Banking Sector - 3Q25 Update and Outlook - Task on Track
Total system credit rose 13.4% YTD by end-9M25 (10M25: +15.09%), up 3.5%p QoQ (1Q25: +3.9%p; 2Q25: +6.0%p), nearing the SBV’s full-year guidance of...
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Banking Sector - 2Q25 Update and Outlook - Dual Mandate
Vietnam’s banking sector remained on a concrete footing in 2Q25, continuing the momentum established in 1Q25. Credit growth reached 9.9% YTD in...
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ETF Monitor in 1Q25
HSX recently announced updates to the VN30 Index, VNDiamond Index, and VNFin Lead Index components, including changes in stocks and calculation...
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