CTG [BUY +33.9%] - Strong EPS Growth Momentum to Continue in 2026-27
We maintain our BUY rating and raise our target price (TP) by 8.3% to VND65,000/share. Our higher TP is driven by (1) the positive impact of...
263 Views
Banking Sector - 3Q25 Update and Outlook - Task on Track
Total system credit rose 13.4% YTD by end-9M25 (10M25: +15.09%), up 3.5%p QoQ (1Q25: +3.9%p; 2Q25: +6.0%p), nearing the SBV’s full-year guidance of...
272 Views
Forecast – HoSE Indexes Review in 4Q25
In this review, VIB – previously placed on the watchlist for removal, due to its failure to satisfy the minimum FOL threshold of 65% (Section 3.7)
273 Views
Banking Sector - 2Q25 Update and Outlook - Dual Mandate
Vietnam’s banking sector remained on a concrete footing in 2Q25, continuing the momentum established in 1Q25. Credit growth reached 9.9% YTD in...
288 Views
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...
363 Views