Analysis Center

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VINH HOAN CORPORATION JSC (VHC VN) Taking advantage from increasing global demand and shortage of supply from Russia VHC posted an outstanding 1Q2022. We reiterate our BUY recommendation with a target price of 112,300 VND/share (27.1% expected total return)....

Long term outlook remains positive while short term volatility may continue Vietnamese stocks have been experiencing a correction in recent weeks due to a confluence of events, both domestic and exogenous, that have shaken investor confidence and turned sentiment...

For the long-term outlook, notwithstanding the recent market correction, we believe that the fundamentals of both the Vietnamese economy and stock markets are well positioned for strong long term growth despite short term volatility. Growth in the overall participation...

PHU NHUAN JEWELRY JSC (PNJ VN) We revised up our projection and target price for 2022 given the company’s stunning growth in 1Q2022 and our positive expectations for the rest of the year. Upgrade recommendation to BUY. Target price...

NAM LONG INVESTMENT CORPORATION (NLG VN) Q1 results underwhelmed mainly due to the delays in project transfers, but the full year outlook remains unchanged. We upgrade our recommendation to BUY, with an unchanged target price of 56,600, as NLG...