External broker reports(aggregated public sources), Vietcap

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li style="text-align: justify;">For VIC, we raise our 2025/26/27F PBT forecasts by 38%/21%/24% due to stronger anticipated property sales.</li><li style="text-align: justify;">For VHM, we lift our 2025/26/27F NPAT-MI forecasts by 10%/12%/15%, mainly driven by a more positive presales outlook for Green Paradise.</li><li style="text-align: justify;">We raise VHM’s aggregate 2025– 27F presales forecast by 31% on our projections for faster presales at Green Paradise and Apollo City, as well as an earlier projected launch of Phuoc Vinh Tay in 2027F. </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>

For VIC, we raise our 2025/26/27F PBT forecasts by 38%/21%/24% due to stronger anticipated property sales.For VHM, we lift our 2025/26/27F NPAT-MI forecasts by 10%/12%/15%, mainly driven by a more positive presales outlook for Green Paradise.We raise VHM’s aggregate 2025– 27F presales forecast by 31% on our projections for faster presales at Green Paradise and Apollo City, as well as an earlier projected launch of Phuoc Vinh Tay in 2027F. 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.

VRE [MARKET PERFORM -7.0%] - Stable Retail Leasing, Property Sales to Drive 2026F Core Profit

Vincom Retail

VRE [MARKET PERFORM -7.0%] - Stable Retail Leasing, Property Sales to Drive 2026F Core Profit