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%...
93 Views
MBB [BUY +42.5%] - Stronger Earnings Growth in 2026 Fuels Higher ROE - Update
We increase our target price (TP) by 8% to VND32,500/share, and upgrade our rating from OUTPERFORM to BUY as the share price has decreased 10% in...
209 Views
ETFs Monitor in 3Q26
Accordingly, ETFs tracking these indices are expected to carry out portfolio rebalancing, with the bulk of execution concentrated on July 31.
116 Views
Forecast – HoSE Indexes review in 3Q26
Based on our calculation, MCH and TCX are obviously eligible for inclusion in the VN30 basket in the upcoming review, as they satisfy all screening...
111 Views
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...
164 Views