Reports - Acbs

4:22:48 CH - 17/10/2025

Update VPB – Outperform

We recommend an OUTPERFORM rating for VPB with a 12-month target price of VND 37,000/share. Our valuation is based on (1) target P/E of 9.6x and (2) re-rating potential from the planned IPO of VPBankS. Earnings growth is expected...

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ETF report: Portfolio Forecast VNDIAMOND

Strategy & Macro Reports

11:40:15 SA - 15/10/2025

ETF report: Portfolio Forecast VNDIAMOND

OVERVIEW HOSE will officially announce the constituent list of the VNDIAMOND Index on October 20, 2025, with changes taking effect on October 22, 2025. The key changes in this upcoming announcement compared to the previous update are as follows:...

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Textile & Garment Industry and Supply Chain: Strengthening internal capabilities to turn challenges into opportunities.

Industry & Corporate Reports

5:06:47 CH - 13/10/2025

Textile & Garment Industry and Supply Chain: Strengthening internal capabilities to turn challenges into opportunities.

On October 9th, 2025, Asia Commercial Bank (ACB) organized the seminar “Textile and Apparel Industry & Supply Chain: Solutions Amid Volatility” in Ho Chi Minh City. The event gathered representatives from the Vietnam Textile and Apparel Association (VITAS), logistics...

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Industry & Corporate Reports

1:38:44 CH - 09/10/2025

Flash note: IJC – NOT RATED

Becamex Infrastructure Development JSC (IJC VN) On 03/10/2025, Becamex Infrastructure Development JSC (HOSE: IJC) held its site visit with the following highlights: Business Performance: As of 1H2025, IJC only achieved 16% of its revenue target and 33% of its...

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Industry & Corporate Reports

2:35:26 CH - 18/09/2025

VHM Update – OUTPERFORM

A slight decline in 1H2025 business result was mainly due to a lower number of delivered units. Keep our 2025 forecast unchanged. Adjust YE2025 target price up by 65% to VND115,900/share given the adding of 3 industrial parks, Phuoc...

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Industry & Corporate Reports

5:55:23 CH - 04/09/2025

IMP Update – OUTPERFORM

IMEXPHARM CORP (IMP VN) The hospital channel sustained its upward trajectory and the pharmacy channel also witnessed substantial improvements. We maintain our projections of 15.0% YoY and 17.6% YoY growth in net revenue and EAT, respectively, for IMP in...

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Analysis Reports

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