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...
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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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Earnings Delivery, Reasonable Valuations, Healthy Balance Sheet - Ten Stocks in ASEAN
We identify stocks in ASEAN with consistent EPS est upgrades, strong growth forecasts, low debt/equity, and PEG<1.3x. Ten stocks meet the...
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MarketVector Vietnam Local Index Rebalance: One Add, Capping & Float Changes
One add and large capping changes result in one-way turnover of 9% and a round-trip trade of US$74m. Vingroup and Vinhomes stock prices have soared...
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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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