Primer: Phu Nhuan Jewelry (PNJ VN) - Oct 2026
Market Leadership Navigating Dislocation: Phu Nhuan Jewelry (PNJ) holds an unchallenged market-leading position with over 50% share of...
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PNJ [MARKET PERFORM +4.1%] - Near-Term Earnings Headwinds Amid P-Lab Incident - Update
Our lower TP reflects: (1) a 22% reduction in our aggregate 2026-31F NPAT-MI forecast (12%/30% cuts in 2026F/27F and an average 23% reduction over...
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Phu Nhuan Jewelry (PNJ VN): Synthetic Expert Call Transcript (10 Jul 2026)
The P-Lab diamond smuggling scandal is a structural trust crisis rather than a liquidity shock; while PNJ's balance sheet is insulated, its...
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Postcard from Hanoi | Xin Chào Việt Nam
Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
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Forecast – HoSE Indexes review in 4Q26
On Oct 19, the Ho Chi Minh City Stock Exchange (HSX) will officially announce the results of the semi-annual review of the VNDiamond Index, with...
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