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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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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Oil & Gas Sector Update - Lowering oil price forecasts on increased risks to global trade
Tougher US trade policies with China and potential retaliation could renew a trade war that weighs on global trade and oil consumption: US...
290 Views
Urea Sector - Medium-term outlook remains bright for DPM & DCM
We maintain our average Middle East urea price forecast for 2024F at USD320/tonne (-10.5% vs 2023 and ~20% higher vs the pre-COVID level). The...
448 Views
Oil & Gas Sector - Lowering 2024F Oil Price, Raising 2025F Forecast
We lower our average 2024F Brent oil price assumption by 3.6% to USD80/bbl. YTD to October 3, the average Brent oil price was USD82/bbl, slightly...
394 Views