Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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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...
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2025 Learnings | Short the Stagnant
​Analysis of across markets showed that earnings inflection, ROE improvement, and cash-flow recovery drove returns, highlighting the importance of...
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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...
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Forecast – VN30 and VNFin Lead Indexes Review in 1Q25
On January 20,the Ho Chi Minh City Stock Exchange (HSX) will officially release the semi-annual review for both the VN30 and VNFin LEAD indexes,...
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