Reports - Acbs

4:40:19 CH - 17/03/2026

Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

US invocation of Section 122 (imposing a 10% tariff for 150 days) offers a temporary reprieve for Vietnam, compressing reciprocal tariffs from 20% down to 10%. However, secular headwinds are intensifying as the Trump administration expedites Sections 232, 301,...

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Industry & Corporate Reports

4:30:26 CH - 12/03/2026

HSG Flash note – NOT RATED

HOA SEN GROUP JSC (HSG VN) Hoa Sen Group (HSG, fiscal year (FY): Oct 1, 2025 – Sep 30, 2026) held its 2026 AGM on 03/07/2026 with the following highlights: 2026 Business Plan: HSG adopted a cautious business plan...

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Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

Strategy & Macro Reports

4:49:42 CH - 09/03/2026

Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

February 2026 macroeconomic data reveals a pronounced divergence between domestic consumption and industrial production. Against a backdrop of heightening geopolitical volatility, this bifurcation raises structural concerns regarding supply chain resilience, energy security, and the central bank’s runway for further...

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Industry & Corporate Reports

3:38:55 CH - 09/03/2026

KBC Update – BUY

KBC’s 2025 business results were in line with projections and showed strong growth compared to 2024, mainly thanks to the handover of 3 industrial clusters in Hung Yen. We maintain our 2026 projections but adjust our end-of-2026 target price...

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Industry & Corporate Reports

3:51:29 CH - 06/03/2026

FRT Update- OUTPERFORM

The company announced 131% YoY growth in EBT to VND1,219bn in 2025, meeting 109% of our projection, and targets 27% YoY growth in 2026. We revise 2026 EBT projection up by 16% to VND1,626bn (+33.4% YoY) as a result...

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ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

Strategy & Macro Reports

1:48:41 CH - 03/03/2026

ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

MarketVector and STOXX will officially announce the component results of the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on March 14, 2026, with the changes taking effect on March 23, 2026. These two indices are...

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Analysis Reports

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