Reports - Acbs

4:12:56 CH - 18/03/2026

FPT Update- BUY

The stock price has fallen by 19% since our latest update due to AI disruption concerns in IT services and broader market selling amid Middle East tensions. It now trades at 13.7x 2026F earnings, close to the -2SD level...

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Fertilizer Industry: MIDDLE EAST TENSION – FERTILIZER PRICES SURGE

Industry & Corporate Reports

11:32:03 SA - 18/03/2026

Fertilizer Industry: MIDDLE EAST TENSION – FERTILIZER PRICES SURGE

In 2026, global fertilizer supplies are predicted to tighten due to geopolitical tensions. The factors include: (1)Domestic demand continues to grow thanks to favorable agricultural products prices, especially for key crops such as rice, coffee, and cashew nuts. In...

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Industry & Corporate Reports

10:59:33 SA - 18/03/2026

VHM Update – NEUTRAL

VHM’s 2025 business results recorded strong growth, primarily driven by bulk sales transactions at the Vinhomes Green Paradise project. Due to rising interest rates and tighter government control over credit growth in the real estate sector, we reduced our...

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Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

Strategy & Macro Reports

4:40:19 CH - 17/03/2026

Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

US invocation of Section 122 (imposing a 10% tariff for 150 days) offers a temporary reprieve for Vietnam, compressing reciprocal tariffs from 20% down to 10%. However, secular headwinds are intensifying as the Trump administration expedites Sections 232, 301,...

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Industry & Corporate Reports

4:30:26 CH - 12/03/2026

HSG Flash note – NOT RATED

HOA SEN GROUP JSC (HSG VN) Hoa Sen Group (HSG, fiscal year (FY): Oct 1, 2025 – Sep 30, 2026) held its 2026 AGM on 03/07/2026 with the following highlights: 2026 Business Plan: HSG adopted a cautious business plan...

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Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

Strategy & Macro Reports

4:49:42 CH - 09/03/2026

Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

February 2026 macroeconomic data reveals a pronounced divergence between domestic consumption and industrial production. Against a backdrop of heightening geopolitical volatility, this bifurcation raises structural concerns regarding supply chain resilience, energy security, and the central bank’s runway for further...

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Value	KBC	GMD
Total Return	30.66%	2.35%
Profit rate	29.05%	-0.26%
Current price	31,150 VND	76,500 VND
Target Price	40,200 VND	76,300 VND

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