Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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Postcard from Hanoi | Xin Chào Việt Nam
Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
490 Views
VHM [OUTPERFORM +19.0%] - Strong Pipeline Intact, Growth to Moderate Vs 2025 High Base
For VIC, we broadly maintain our 2026F PBT forecast but cut 2027F by 4% due to higher projected EBIT losses in the industrial segment and increased...
129 Views
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...
111 Views
VIC, VHM, VRE - Continued EV Volume Growth; Ongoing Chairman Support...
For VIC, we broadly maintain our 2026F PBT forecast but cut 2027F by 4% due to higher projected EBIT losses in the industrial segment and increased...
112 Views