Analysis Reports

NTC held its 2026 Annual Shareholders’ Meeting with the following highlights: – 2026 Plan: Total revenue of VND 546 bn (-37% YoY) and pre-tax profit of VND 273 bn (-29% YoY). Due to the application of Circular 99, revenue...

BCM held its 2026 AGM with the following main highlights: – 2026 Plan: Total consolidated revenue of VND10,230 bn (+4% YoY) and NPAT of VND3,883 bn (+10% YoY), dividend of 10% of charter capital. – Preliminary 1H2026 business results:...

F88 is expected to launch a public offering of 22 million shares in July 2026. Notably, the offering price is set at VND71,000 per share – representing a 10% discount to the current market price of VND78,400 per share....

On April 22, 2026, the State Bank of Vietnam (SBV) issued Circular 25/2026 amending Circular 22/2019, which sets liquidity ratios for banks. The Circular will take effect from July 1, 2026. Key changes include: Raising the maximum ratio of...

The recent US-Iran agreement mitigates near-term geopolitical downside in the Middle East. However, a complete cessation of hostilities remains contingent on the upcoming 60-day negotiations regarding Strait of Hormuz administrative mechanisms, sanction removal sequencing, and the nuclear program. While...

GVR held its 2026 Annual General Meeting with the following highlights: – 2026 business plan: GVR plans for consolidated revenue and other income of VND33,799 bn (+4% YoY) and NPAT of VND5,558 bn (-7% YoY). – Business results for...