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...
865 Views
GEX [BUY +26.7%] - Expanding into Residential RE, Scaling up Core IP Business - Update
We raise our target price (TP) for GEX by 3.3% and upgrade our rating from MARKET PERFORM to BUY as its share price has decreased 28% over the past...
177 Views
GELEX Group (GEX) - GEE, VGC’s Strong Earnings to Boost GEX’s Valuation
We raise our target price (TP) for GEX by 104% but downgrade our rating from OUTPERFORM to MARKET PERFORM as its share price has rallied 251% over...
336 Views
Vietnam: Global Index Inclusion Probability Jumps; Updated Names & Flows
The MoF approval for international investors to place orders through global brokers resolves the main hurdle for global index inclusion. Passives...
444 Views
Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth
Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...
3.8k Views