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Rong Viet Securities

Rong Viet Securities
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Rong Viet Securities

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Vietnam Equity Bottom-Up Thematic (Sector/Industry)
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02 Jun 2026 08:02Broker

TNG - Strict Cost Management Is the Key to Sustaining Growth

TNG's revenue and NPAT reached VND 1,952 bn (+29% YoY) and VND 60 bn (+39% YoY), respectively, completing 21% and 13% of the annual plan.

30 May 2026 09:02Broker

KDH - Profit Margins Increased Significantly Following the Gladia Project Handover

In Q1/2026, KDH's net revenue dropped 60% YoY to VND 281.4 billion, mainly due to delivering low-rise products at the Gladia project.

30 May 2026 09:01Broker

THG - Solid regional advantage

In 2026, THG plans to open an additional plant with an area of approximately 6 hectares, estimated to increase current capacity by about 10-15%.

bullishTon Dong
28 May 2026 08:14Broker

GDA - Selling Prices Drive Margins Expansion

Although the sales volume declined compared to the same period in 2025, the company maintained its position in the domestic market, with volume...

14 May 2026 09:05Broker

MSB - Enhancing Profitability by Leveraging CASA Advantages

MSB has maintained an average CASA ratio of around 30% over the past five years, higher than the system average (~18-22%) and competitive among mid...

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