Analysis Center

Resolution No. 10-NQ/TW which is issued on 06/08/2026 sets specific targets for the development of the foreign direct investment (FDI) economy in the 2026-2030 period and up to 2045 to make Vietnam a destination for high-quality FDI, prioritizing high-tech...

The public investment sector has faced short-term challenges, with 5M2026 disbursement reaching only 24% of the annual plan, primarily due to rising construction material costs, slower-than-expected land clearance, and delays in investment procedures. Nevertheless, we believe the medium- to...

At the end of Q1.2026, the Company achieved revenue of 38,019 billion VND (+48.1% yoy, completing 27% of the year’s plan) but NPAT only reached 2,994 billion VND (+8.4% yoy, completing 33% of the year’s plan). Gross profit margin...

The company continued to deliver solid business performance in the first months of 2026, as net revenue jumped by c.29% YoY in 1Q and 4M2026 while EAT grew by 78.2% YoY in 1Q. We maintain 2026 EAT projection at...

REE reported Q1/2026 results with VND714 bn in NPATMI, +17% YoY, fulfilling 25% of the company’s target and 26% of ACBS’s forecast for 2026. The positive Q1/2026 performance was driven by revenue and earnings growth across all business segments....

We raise our 12-month target price by 13.7% to VND 50,000/share, mainly driven by an 8% upward revision in EPS and the roll-forward of the target price to mid-2027. Our target price is based on a target P/E of...