External broker reports(aggregated public sources), Rong Viet Securities

Rong Viet Securities

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External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>Q2/2026 net revenue reached VND 406.3 billion (-13.4% QoQ, +10.4% YoY), exceeding our forecast by 30.6%.</li><li>The rubber segment contributed VND 386 billion (+12.9% YoY), representing a QoQ decline due to the low latex-harvesting season, although it outperformed the forecast, likely due to higher-than-expected selling prices.</li><li>The gross profit margin improved to 34.2% (from 25.0% in Q1/2026 and 26.9% in Q2/2025) thanks to higher selling prices, helping gross profit reach VND 138.9 billion (+40.2% YoY).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Q2/2026 net revenue reached VND 406.3 billion (-13.4% QoQ, +10.4% YoY), exceeding our forecast by 30.6%.The rubber segment contributed VND 386 billion (+12.9% YoY), representing a QoQ decline due to the low latex-harvesting season, although it outperformed the forecast, likely due to higher-than-expected selling prices.The gross profit margin improved to 34.2% (from 25.0% in Q1/2026 and 26.9% in Q2/2025) thanks to higher selling prices, helping gross profit reach VND 138.9 billion (+40.2% YoY).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PHR - Rubber Prices and Land Compensation Support Q3 Net Profit

Phuoc Hoa Rubber

PHR - Rubber Prices and Land Compensation Support Q3 Net Profit