Analysis Reports

VIETNAM CONTAINER SHIPPING JSC (HSX: VSC) Vietnam Container Shipping JSC (HSX: VSC) experienced the second consecutive quarter of growth with revenue in Q4/2023 reaching VND 625.9 bn (+20.4% YoY). Gross profit reached VND 190.3 bn (+24.8% YoY) with gross...

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VIETNAM DAIRY PRODUCTS JSC (VNM VN) Improved gross margin spurred the company’s earnings growth though revenue growth was still moderate in 2023. We maintained our expectations about better earnings growth in 2024 as a result of lower milk material...

INVESTMENT AND INDUSTRIAL DEVELOPMENT CORPORATION (HSX: BCM) BCM announced 2023 business results with net revenue of more than VND8 trn (+24.1% YoY) and PAT of over VND2.3 trn (+34.9% YoY) which was in line with our forecast. Reiterate OUTPERFORM...

Hai An Transport & Stevedoring JSC (HSX: HAH) HAH announced Q4/2023 net revenue at VND 664.7 bn (-21.4% YoY) and gross profit at VND 113.2 bn (-58.2% YoY). GPM was 17%, reducing by 6.2% QoQ; and PAT dropped by...