QNS - Expecting rebalancing as the sugar price cycle turns
Using a sum-of-the-parts (SoTP) valuation approach, we derive a fair value of VND 52,700/share for QNS, implying a target 2026E P/E and P/B of...
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Primer: Quang Ngai Sugar (QNS VN) - Aug 2026
Quang Ngai Sugar (QNS) is a leading Vietnamese food and beverage company with a dual-pillar business model centered on branded soymilk and...
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QNS - Sugarcane remains bitter
QNS's Q4-2025 results came in 5.0% below our expectation, with net revenue of VND 2,884 bn (+22.7% YoY) and NPAT of VND 581 bn (-6.6% YoY)...
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Quang Ngai Sugar JSC (QNS VN) - A More Tempered Trajectory
QNS reported NPAT-MI of VND1,916bn (-19.4% YoY) on revenue of VND10,575bn (+3.2% YoY). Topline exceeded our forecast, while earnings were broadly...
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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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