Analysis Reports

VIETNAM BANK FOR INDUSTRY AND TRADE (CTG) Impressive Q4/23 business results with PBT +58.1% q/q and +43.9% y/y It seems that the most difficult time has passed for CTG when almost all of the bank’s financial indicators showed clear...

MOBILE WORLD INVESTMENT CORP (MWG VN) The company warmed up its growth in 4Q2023, which encouraged us to maintain expectations about a better year in 2024 fueled by a gradual revival in consumer spending. However, we revise down our...

VINHOMES JSC (VHM VN) 2023 business results were slightly lower than ACBS’s forecast because project handover in 4Q2023 was not as expected. Reiterate our BUY recommendation with a target price of VND61,400/share at YE2024, down by 8% compared to...

Ngày 28/2/2024, Thủ tướng Chính phủ đã họp cùng Ủy ban Chứng khoán và các Bộ, Ban ngành liên quan về định hướng phát triển thị trường Chứng khoán năm 2024. Theo đó, những nội dung chính của Hội...

SAIGON VRG INVESTMENT CORPORATION (SIP VN) 2023 result was in line with ACBS’s forecast. Change recommendation from Buy to Outperform as stock price has increased by 40% from the updated report on December 5, 2023. Increase target price by...

VIETNAM TECHNOLOGICAL AND COMMERCIAL JOINT STOCK BANK (TCB) Business results recovered in 2H2023  TCB ended a quite difficult year with a 10.5% decline in profits due to a strong contraction in NIM of 1.28 percentage points to 4.09% and...