Analysis Reports

On 21/08/2026, FTSE Russell announced the constituents of the FTSE Global Equity Index Series (FTSE GEIS). The key updates relating to the Vietnamese market are as follows: The list of Vietnamese stocks meeting the FTSE GEIS criteria comprises 117...

The company reinforced its outstanding growth stream on the back of Long Chau (LC)’s ongoing scale-up and profit increase while the ICT chain has little voice because of negligible and volatile profit. We revise our EAT projection for 2026...

GMD reported strong 1H2026 earnings, driven by higher port throughput and service rates, alongside a one-off gain from the equity swap transaction with CJ. We expect the growth outlook to remain supported by rising production and export demand, Gemalink...

PNJ stock hitting the ceiling on Friday may have been driven by news confirming that the company is fully compliant with legal regulations governing diamond imports, while diamonds under investigation were not distributed through PNJ’s network. The investigators’ confirmation...

Following the legal incident in May 2026, PC1 appointed additional members to its management team at an Meeting of Shareholders in Jul 2026 in an effort to stabilize its business operations. With a carry-over backlog of VND4,780 bn for...

MOBILE WORLD INVESTMENT CORP (MWG VN) The company sustained outstanding growth on the back of margin expansion in the ICT chains and BHX’s ongoing scale-up and earnings growth. We revise our NPATMI projection for 2026 up by 13% to...