Analysis Center

GEG announced Q1/2026 results, reporting VND767 bn in revenue, -31% YoY, VND264 bn, -57% YoY. These results fulfilled 69% of the company’s plan and 60% of ACBS’s forecast for 2026. The first quarter is typically GEG’s strongest quarter of...

1Q2026 revenue and NPAT were flat, while NPATMI dropped 37% YoY due to an increase in minority interests. Sales performance remained positive despite the high-interest-rate environment. We revised our 2026 revenue forecast up by 10% and NPATMI up by...

NT2 reported Q1/2026 result with VND2,172 bn in revenue, +52% YoY, and VND180 bn in NPAT, nearly five times YoY. This performance fulfilled 33% of the company’s current plan and 25% of ACBS’s forecast for 2026. The strong results...

QTP reported its Q1/2026, with VND2,734 bn in revenue, -4% YoY, VND197 bn in NPAT, +14% YoY. On Apr 22nd, 2026, QTP successfully held its AGM and approved a revised 2026 plan, which is lower than the company’s initial...

The company recorded growth of 29.5% YoY in net revenue and 76% YoY in EAT in 1Q2026, predominantly driven by Long Chau’s solid performance. We maintain our projection of VND1,394bn (+41.7% YoY) in EAT for 2026 and target price...

2026 Business Results: PLX anticipates a potential loss of VND 1,000 billion in petroleum products in Q1 2026, due to volatile petroleum prices during that period. In 2026, Petrolimex aims for a sales volume of approximately 19.4 million m³/tons...