Banking Sector - 2Q26 Update and Outlook - Let Execution Compound
System-wide credit growth accelerated in 2Q26, although growth was highly differentiated across banks. By end-1H26, system-wide credit grew 8.37%...
93 Views
TCB [BUY +27.9%] - Strong Fee Income, Asset Quality to Cushion NIM Pressure
We maintain our BUY rating and raise our target price (TP) by 2.7% to VND42,600/share as we roll our TP horizon forward to mid-2027...
122 Views
TCB [BUY +27.1%] - Robust EPS Growth Prospects Despite Higher Rates
We maintain our BUY rating but lower our target price (TP) by 7.4% to VND41,500/share as we cut our aggregate 2026-2030F earnings forecast by 5.3%...
137 Views
Stock recommendations (Vietnam Market)_Sep 2026
Customer loans increased by 4.8% YTD, trailing total-asset growth of 8.8%, as interbank balances rose 18.9% and deposits at the SBV surged 95.1%.
95 Views
TCB [BUY +36.9%] - Long-Term Winner; Upgrade to BUY Post-Stock Pullback
We upgrade our rating to BUY from OUTPERFORM and raise our target price (TP) by 9.8% to VND44,800/share as TCB’s share price has fallen by 9.7%...
238 Views