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%...
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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%.
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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%...
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ETFs Monitor in 3Q26
Accordingly, ETFs tracking these indices are expected to carry out portfolio rebalancing, with the bulk of execution concentrated on July 31.
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Forecast – HoSE Indexes review in 3Q26
Based on our calculation, MCH and TCX are obviously eligible for inclusion in the VN30 basket in the upcoming review, as they satisfy all screening...
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