Forecast – HoSE Indexes Review in 2Q26
Being placed on the removal watchlist would result in a 50% cut to KDH’s current contribution weight, reducing its contribution to a modest 0.8%.
115 Views
TCB [OUTPERFORM +10.7%] - Ecosystem Strategies to Drive Sustainable Growth - Update
We downgrade our rating to OUTPERFORM from BUY but raise our target price (TP) by 16.6% to VND40,800/share as TCB’s share price has rallied by...
198 Views
TCB [BUY +21.8%] - Expecting Weak Q4 2024, yet Earnings Outlook on Track - Update
Our higher TP is mainly due to (1) the positive impact of rolling our TP horizon forward to end-2025F and (2) a decrease in our assumption for...
354 Views
Vietnam Technological and Commercial JSB - An Amicable Split
In 9M24, Vietnam Technological and Commercial JSB (TCB) experienced notable asset growth, with total assets increasing by 9.1% YTD to VND927.1tr...
283 Views
Techcombank - Stronger NOII Growth Offsetting Higher Provisions
We maintain our OUTPERFORM rating and target price (TP) at VND26,000/share for TCB as we trim our aggregate 2024-2028F earnings forecast by only 0.9%
442 Views