Opportunities in Vietnam in a Low Rubber Price Environment
The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that...
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Vietnam's Removal of the Foreign Ownership Limitation: A Future Portfolio for Emerging Vietnam
Vietnam officially removed the foreign ownership limitation this September, allowing foreign investors to take 100% ownership of companies. Â This...
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Viglacera Corporation (VGC) - Strong IP Outlook, Higher Building Glass Market Share
We raise our target price (TP) for VGC by 31% to VND65,300/share but downgrade our rating from OUTPERFORM to MARKET PERFORM as the share price has...
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VGC - Capturing Growth Across IP, Construction Materials Segments
VGC leads the industrial park (IP) market in northern Vietnam with the second-largest leasable land bank (~1,350 ha as of end-Q1 2025) among listed...
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Gelex Bumps Viglacera Bid Again. High Pro-Ration Likely.
On 2 July, Vietnam Electrical Equipment J (GEX VN) known as Gelex officially announced that it would make a bid forÂ
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