Analysis Center

SIP’s 1Q2026 business results were mixed, with revenue increasing by 12% YoY to VND2,165 bn, while NPAT fell 11% YoY to VND357 bn. Industrial park (IP) leasing activities showed positive momentum with over 49 hectares signed in 1Q2026. We...

On May 8, 2026, DGC held an extraordinary general meeting to elect a new board of directors, select an auditing firm, and update some information related to the company’s business operations. The company has not yet released its business...

The company announced a surge of 24.6% YoY in net revenue and 54.9% YoY in EAT in 1Q2026 on the low base in the same period last year. Overseas revenue was in the limelight for sustaining an encouraging momentum,...

2026 Business Results: In Q1 2026, MCH recorded revenue of VND 8,472 billion (+13.1% yoy), after-tax profit of VND 1,800 billion (+11.5% yoy) with a stable gross profit margin of 46.7%. In Q2 2026, the company expects revenue growth...

1Q2026 profit increased sharply mainly thanks to a goodwill gain of VND285 bn from the acquisition of the An Lap project. We adjust our projected NPATMI upwards by 18% to VND1,489 bn (+42% YoY) to reflect the aforementioned profit....

PVT reported Q1/2026 results with NPAT reaching VND 387 billion (+39.8% YoY and +12.3% QoQ), in line with our expectations. With this result, PVT has completed 32.3% of its full-year target. We recommend BUY with a target price of...