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Vietcap Daily - Market wrap: VN-Index falls 1.0% - DGC, KDH, NLG, TCB, VGC

Market Commentary12 May 2026

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NLG [BUY +75.4%] - Accelerating presales to drive core earnings growth - Update

Company Research11 May 2026

Residential Real Estate Sector Update - Q1 primary transactions sustain YoY growth; H2 to see stronger momentum as rate conditions gradually stabilize

Sector Reports11 May 2026

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KDH [BUY +79.4%] - Undemanding valuation, earnings upcycle ahead - Update

Company Research11 May 2026

TCB [BUY +27.9%] - Strong fee income, asset quality to cushion NIM pressure - Update

Company Research11 May 2026

VGC [BUY +57.3%] - Strong 2026 IP pre-sales support handover visibility - Update

Company Research11 May 2026

DGC - New BOD members highlight continued family, internal ecosystem direction - EGM Note

Company Research11 May 2026

Vietcap Daily - VN-Index climbs 0.9%, reaches all-time high - NT2, POW, MWG, VNM, PVS

Market Commentary09 May 2026

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Macro Update - Inflation rises while trade deficit reaches record high

Macroeconomics08 May 2026

VNM - On track to exceed mid-single digit earnings growth target set for 2026 - Analyst Meeting Note

Company Research08 May 2026

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