VCB - NIM and liquidity improve; 2026F forecast raised
PBT hit a record VND17,420bn (+48% QoQ, +58% YoY) – the highest in VCB's history and across the entire sector. Key drivers: NII of VND19,142bn...
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Primer: Vietcombank (VCB VN) - Aug 2026
Market Leader with Strong Fundamentals: Vietcombank is a premier state-owned commercial bank in Vietnam, commanding a leading market position...
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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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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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VCB - Earnings Growth Acceleration Intact Despite Macro Risks
VCB is currently trading at a trailing P/B of 2.17x, implying a 51% premium to the median P/B of its peers in our coverage vs a 5-year average...
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