Vietnam Equities: GI Bond Probe Triggers 8% Index Slide
​Vietnam's government inspectorate private debt probe release sparks equity sell-off, as governance concerns in listed banks and companies signal...
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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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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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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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Stock Recommendations (Vietnam Market)_March 2025
Despite a moderate 15.2% YoY expansion in total assets to VND978tr, TCB demonstrated robust growth in core profit-generating assets, including...
312 Views