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Trending reports
Vietnam Mid-year Strategy 2024 - Cyclical recovery underway
Strategy
12 Jul 2024
STK [BUY +31.6%] - Substantial recovery in Q2 2024 orders - Update
Company Research
28 Jun 2024
HDG [MARKET PERFORM +5.9%] - Larger power portfolio to offset lower real estate earnings - Update
Company Research
01 Jul 2024
All Reports
Vietcap Daily - VN-Index gains 0.7% to finish week - HDG, BWE, HSG, MSN, PVS, QNS, VHC
Market Commentary
26 Jul 2024
•
MSN
VHC
BWE
HDG
PVS
QNS
HSG
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26 Jul 2024
MSN – H1 NPAT-MI exceeds our forecast; management confident in WCM’s positive NPAT in Q3 & Q4 – Earnings Flash & Analyst Meeting Note
Company Research
26 Jul 2024
•
MSN
Flash Notes
26 Jul 2024
VHC - Earnings trail our expectations; positive 85% QoQ recovery - Earnings Flash
Company Research
26 Jul 2024
•
VHC
Flash Notes
26 Jul 2024
BWE - FX loss to weigh on reported earnings, core NPAT grows 10% YoY - Earnings Flash
Company Research
26 Jul 2024
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BWE
Flash Notes
26 Jul 2024
HSG – 9M FY2024 NPAT-MI surges YoY on sales volume recovery and GPM expansion – Earnings Flash
Company Research
26 Jul 2024
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HSG
Flash Notes
26 Jul 2024
PVS - Contracted Q2 NPAT-MI but H1 results in line with expectations - Earnings Flash
Company Research
26 Jul 2024
•
PVS
Flash Notes
26 Jul 2024
QNS - Sugar business leads earnings to beat our expectations – Earnings Flash
Company Research
26 Jul 2024
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QNS
Flash Notes
26 Jul 2024
Vietcap Daily - VN-Index declines 0.4% on Thursday - GEX, SAB, TV2, STK
Market Commentary
25 Jul 2024
•
SAB
STK
GEX
TV2
25 Jul 2024
SAB – Modest H1 2024 earnings growth – in line with our expectation – Earnings Flash
Company Research
25 Jul 2024
•
SAB
Flash Notes
25 Jul 2024
TV2 – Biomass Hau Giang contract to fuel doubling revenue; Song Hau 2 Project poses downside risk – Earnings Flash
Company Research
25 Jul 2024
•
TV2
Flash Notes
25 Jul 2024
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