Analysis Reports

BCM held its 2026 AGM with the following main highlights: – 2026 Plan: Total consolidated revenue of VND10,230 bn (+4% YoY) and NPAT of VND3,883 bn (+10% YoY), dividend of 10% of charter capital. – Preliminary 1H2026 business results:...

F88 is expected to launch a public offering of 22 million shares in July 2026. Notably, the offering price is set at VND71,000 per share – representing a 10% discount to the current market price of VND78,400 per share....

On April 22, 2026, the State Bank of Vietnam (SBV) issued Circular 25/2026 amending Circular 22/2019, which sets liquidity ratios for banks. The Circular will take effect from July 1, 2026. Key changes include: Raising the maximum ratio of...

The recent US-Iran agreement mitigates near-term geopolitical downside in the Middle East. However, a complete cessation of hostilities remains contingent on the upcoming 60-day negotiations regarding Strait of Hormuz administrative mechanisms, sanction removal sequencing, and the nuclear program. While...

GVR held its 2026 Annual General Meeting with the following highlights: – 2026 business plan: GVR plans for consolidated revenue and other income of VND33,799 bn (+4% YoY) and NPAT of VND5,558 bn (-7% YoY). – Business results for...

COTECCONS CONSTRUCTION JSC (CTD VN) CTD held Shareholder Day for FY2026 (July 1, 2025 – June 30, 2026) with the following highlights: FY2026 preliminary results: BOD estimates FY2026 revenue of approximately VND32.0tn (+30% YoY), while NPAT is expected to...