Industry & Corporate Reports

4:22:48 CH - 17/10/2025

Update VPB – Outperform

We recommend an OUTPERFORM rating for VPB with a 12-month target price of VND 37,000/share. Our valuation is based on (1) target P/E of 9.6x and (2) re-rating potential from the planned IPO of VPBankS. Earnings growth is expected...

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Textile & Garment Industry and Supply Chain: Strengthening internal capabilities to turn challenges into opportunities.

Industry & Corporate Reports

5:06:47 CH - 13/10/2025

Textile & Garment Industry and Supply Chain: Strengthening internal capabilities to turn challenges into opportunities.

On October 9th, 2025, Asia Commercial Bank (ACB) organized the seminar “Textile and Apparel Industry & Supply Chain: Solutions Amid Volatility” in Ho Chi Minh City. The event gathered representatives from the Vietnam Textile and Apparel Association (VITAS), logistics...

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Industry & Corporate Reports

1:38:44 CH - 09/10/2025

Flash note: IJC – NOT RATED

Becamex Infrastructure Development JSC (IJC VN) On 03/10/2025, Becamex Infrastructure Development JSC (HOSE: IJC) held its site visit with the following highlights: Business Performance: As of 1H2025, IJC only achieved 16% of its revenue target and 33% of its...

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Industry & Corporate Reports

2:35:26 CH - 18/09/2025

VHM Update – OUTPERFORM

A slight decline in 1H2025 business result was mainly due to a lower number of delivered units. Keep our 2025 forecast unchanged. Adjust YE2025 target price up by 65% to VND115,900/share given the adding of 3 industrial parks, Phuoc...

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Industry & Corporate Reports

5:55:23 CH - 04/09/2025

IMP Update – OUTPERFORM

IMEXPHARM CORP (IMP VN) The hospital channel sustained its upward trajectory and the pharmacy channel also witnessed substantial improvements. We maintain our projections of 15.0% YoY and 17.6% YoY growth in net revenue and EAT, respectively, for IMP in...

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Industry & Corporate Reports

4:09:39 CH - 27/08/2025

VRE Update – OUTPERFORM

VINCOM RETAIL JSC (VRE VN) A solid growth in 2Q2025 and 1H2025 profits mainly thanks to higher occupancy rates of malls, 5 new malls opened in 2024 and increased financial income. Adjust 2025 NPAT up by 19% to VND4,762...

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