ETFs Monitor in 1Q26
The addition of VPL is in line with our expectations, as its 11th-ranked market capitalization, which makes VPL a must-have component with a...
164 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
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)_April 2025
Despite a moderate 15.2% YoY increase in total assets to VND978tr, TCB maintained strong expansion in core profit-generating assets, with credit...
325 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