Analysis Reports

The company announced a surge of 24.6% YoY in net revenue and 54.9% YoY in EAT in 1Q2026 on the low base in the same period last year. Overseas revenue was in the limelight for sustaining an encouraging momentum,...

FTSE Russell has recently updated its detailed documentation regarding the upgrade process of the Vietnamese equity market. Key changes worth noting are as follows: Changes in index allocation weighting Changes in list of related securities (remove 9 securities from...

2026 Business Results: In Q1 2026, MCH recorded revenue of VND 8,472 billion (+13.1% yoy), after-tax profit of VND 1,800 billion (+11.5% yoy) with a stable gross profit margin of 46.7%. In Q2 2026, the company expects revenue growth...

1Q2026 profit increased sharply mainly thanks to a goodwill gain of VND285 bn from the acquisition of the An Lap project. We adjust our projected NPATMI upwards by 18% to VND1,489 bn (+42% YoY) to reflect the aforementioned profit....

PVT reported Q1/2026 results with NPAT reaching VND 387 billion (+39.8% YoY and +12.3% QoQ), in line with our expectations. With this result, PVT has completed 32.3% of its full-year target. We recommend BUY with a target price of...

GEG announced Q1/2026 results, reporting VND767 bn in revenue, -31% YoY, VND264 bn, -57% YoY. These results fulfilled 69% of the company’s plan and 60% of ACBS’s forecast for 2026. The first quarter is typically GEG’s strongest quarter of...