Analysis Reports

Q2/2026’s result: Revenue reached VND580 bn, -7% YoY, while NPAT came in at VND8 bn, -95% YoY, broadly in line with our forecast. 6M2026 results: NPAT totaled VND272 bn, -65% YoY, fulfilling 72% of the company’s targeg and 51%...

July macroeconomic data indicates sustained expansion, underpinned by industrial production, foreign direct investment (FDI), and international tourism. Combined with fiscal space for public investment disbursement and the State Bank of Vietnam’s (SBV) recalibration of technical barriers, gross domestic product...

PVD announced its Q2 2026 financial results, consistent with our forecast. Q2 revenue reached VND 3,027 billion (+24.6% yoy), and net profit reached VND 177 billion (-28.9% yoy). The decrease in net profit is due to PVD recording a...

Resolution No. 21-NQ/TW, issued on July 28, 2026, replacing Resolution No. 18-NQ/TW, sets out the viewpoints and orientations for amending the Land Law and other related laws. The resolution outlines specific targets to be completed in the 2026–2030 period...

SIP’s 2Q2026 and 1H2026 financial results were positive and in line with our projections. Growth during the period mainly came from other income of VND68 bn from the liquidation of BCC contracts with The He Moi, while the power...

PVS Announces Q2 2026 Results, Net Profit Growth of +80% yoy: Driven by compensation received due to cancellation of construction contracts. In Q2 2026, PVS reported revenue of VND 8,589 billion (+17% year-on-year) and net profit of VND 562...