Reports - Acbs

11:27:58 SA - 14/04/2026

BSR_Flashnote 13.04.2026

BSR held annual general meeting on April 13, 2026, with the following main agenda items: 2026 Business Plan: BSR estimates impressive growth in Q1 2026 business results, mainly due to favorable crack spreads stemming from geopolitical tensions in the...

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Industry & Corporate Reports

5:08:28 CH - 10/04/2026

IJC Flash note – NOT RATED

Becamex Infrastructure Development JSC (IJC VN) 2026 Business Plan: IJC has set a cautious business plan for 2026, targeting consolidated revenue of VND2,454 bn (+36% YoY) and net profit of VND541 bn (-9% YoY). During the year, the company...

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Industry & Corporate Reports

4:53:17 CH - 10/04/2026

Update HDB – Outperform

We raise our 1-year target price by 13.4% to VND 30,000/share and maintain our OUTPERFORM recommendation, mainly due to increasing our 2026 earnings forecast by 12.3%. Our target price is based on a target P/E of 7.0x – equivalent...

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Flash Note – Monetary Policy: Synchronized rate cuts from commercial banks signal further monetary accommodation

Strategy & Macro Reports

2:05:54 CH - 10/04/2026

Flash Note – Monetary Policy: Synchronized rate cuts from commercial banks signal further monetary accommodation

According to local press reports, the State Bank of Vietnam (SBV) and commercial banking executives met on April 9, 2026, to outline near-term monetary policy directives: Commercial banks plan to lower deposit rates by 50 to 100 basis points...

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Industry & Corporate Reports

4:57:19 CH - 09/04/2026

PLX_Update Q4.2025

2026 OUTLOOK: FLUCTUATIONS BASED ON WARTIME SCENARIOS Under the scenario where tensions de-escalate, we assess that Petrolimex has positive prospects in 2026 driven by: (1) Government directives and proposals for a new petroleum pricing mechanism, (2) predicted 8% annual...

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Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

Strategy & Macro Reports

5:20:26 CH - 08/04/2026

Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

March 2026 macroeconomic data indicates the ongoing conflict in the Middle East is transmitting directly into domestic inflation, consumption, and industrial production. Vietnam recorded solid real GDP expansion in 1Q26. Maintaining this growth trajectory through FY2026 will test the...

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Analysis Reports

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