Primer: Vietnam Rubber Group (GVR VN) - Aug 2026
Vietnam Rubber Group (GVR) is a dominant state-owned enterprise strategically pivoting from its traditional rubber business to the...
99 Views
GVR [MARKET PERFORM +9.4%] - Land Compensation, Resilient Rubber ASPs to Support Earnings
We raise our target price for GVR by 5% to VND32,100/share but downgrade our rating for the stock to MARKET PERFORM from OUTPERFORM.
126 Views
GVR [OUTPERFORM +17.9%] - Rubber Land Conversion to Accelerate in 2026F - Update
We lower our target price for GVR by 2% to VND30,500 per share, but upgrade our rating to OUTPERFORM from MARKET PERFORM followingthe stock...
180 Views
Stock Recommendations (Vietnam Market) July 2026
VCB recorded relatively balanced growth in 1Q26, with total assets and credit increasing by 4.5% and 4.7% YTD, respectively, reaching VND2,551tr...
124 Views
Natural Rubber: Weather Disruption Underpins Supply Tightness, as Demand Weighs In
Weather may initiate supply tightening, but lower inventories and downstream demand determine whether tighter rubber conditions become investable.
153 Views