Analysis Reports

PV OIL held analyst meeting on April 21, 2026, with the following main agenda items: Q1 2026 Business Results: Q1 2026 Profit Before Tax (PBT) spiked to nearly VND 600 billion (up 14.5 times compared to Q1 2025) due...

SIP held its 2026 Annual General Meeting with the following highlights: – 2026 Business targets: SIP sets revenue target of VND 5,940 billion and NPAT target of VND 874 billion, representing decreases of 31% and 40% respectively compared to...

BMP reported its Q1/2026 business results with NPAT reaching VND304 billion (+6% YoY and +16% QoQ), in line with our expectations. With this result, BMP has completed 23.8% of its annual plan and 23.2% of our forecast. We maintain...

FRT held its 2026 AGM with key notes as follows: 2026 revenue was set at VND59,500bn (+16% YoY) and EBT at VND1,550bn (+27% YoY). Preliminary 1Q2026 net revenue was estimated to reach c.VND14,875bn, up by c.27% YoY, while EBT...

MWG held its 2026 AGM with key notes as follows: 2026 revenue was set at VND185,000bn (+19% YoY) and EAT at VND9,200bn (+30% YoY). Preliminary 1Q2026 net revenue reached VND46,000-47,000bn (jumping by c.30% YoY) while EAT completed 29-30% of...

KBC held its 2026 Annual General Meeting on 04/18/2026 with the following highlights: – 2026 Business targets: KBC sets total revenue target of VND 10,000 billion and NPAT of VND 3,000 billion, representing increases of 50% and 36% respectively...