Reports - Acbs

4:57:19 CH - 09/04/2026

PLX_Update Q4.2025

2026 OUTLOOK: FLUCTUATIONS BASED ON WARTIME SCENARIOS Under the scenario where tensions de-escalate, we assess that Petrolimex has positive prospects in 2026 driven by: (1) Government directives and proposals for a new petroleum pricing mechanism, (2) predicted 8% annual...

View now

Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

Strategy & Macro Reports

5:20:26 CH - 08/04/2026

Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

March 2026 macroeconomic data indicates the ongoing conflict in the Middle East is transmitting directly into domestic inflation, consumption, and industrial production. Vietnam recorded solid real GDP expansion in 1Q26. Maintaining this growth trajectory through FY2026 will test the...

View now

Industry & Corporate Reports

4:31:42 CH - 08/04/2026

REE Update – OUTPERFORM

In 2025, REE reported VND2,528 bn in NPATMI, +27% YoY. This result achieved 104% of the company’s plan and 105% of ACBS’s forecast. The strong performance in 2025 was driven by growth across all business segments, particularly in energy...

View now

Strategy & Macro Reports

3:40:10 CH - 08/04/2026

Flash note – Vietnam Market Upgrade

On April 7, 2026, FTSE Russell released an official confirmation regarding the reclassification of Vietnam’s equity market from Frontier Market to Secondary Emerging Market status. Key highlights are as follows: Overview and key timeline: According to the latest announcement,...

View now

ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

Strategy & Macro Reports

3:01:13 CH - 08/04/2026

ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

OVERVIEW HOSE will officially announce the results of the VNDIAMOND Index constituent review on April 20, 2026, with the changes taking effect on May 4, 2026. Key changes in this review compared to the previous composition are as follows:...

View now

Residential property sector report – Fire proves gold

Industry & Corporate Reports

2:01:08 CH - 03/04/2026

Residential property sector report – Fire proves gold

The residential property market becomes more difficult in 2026 given many challenges: 1. Policy challenges: Restrict credit growth for the property sector Issue ID number for each property product 2. Macroeconomic challenges: Rising interest rate Rising input costs 3....

View now

Value	KBC	GMD
Total Return	20.06%	6.39%
Profit rate	18.58%	3.67%
Current price	33,900 VND	73,600 VND
Target Price	40,200 VND	76,300 VND

Analysis Reports

Recommended for you

Start your investment journey today with ACBS!