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Trending reports
MWG [BUY +20.5%] - Lower forecast trajectory for margin recovery - Update
Company Research
17 Nov 2023
MBB [BUY +43.2%] - Top-tier NIM to support high ROE - Update
Company Research
16 Nov 2023
TCB [BUY +36.6%] - Attractive valuation despite slow real estate recovery - Update
Company Research
13 Nov 2023
Sector Reports
Pangasius Sector - Demand for pangasius to strengthen in 2024
Sector Reports
28 Nov 2023
•
VHC
FMC
ANV
CMX
28 Nov 2023
Real Estate Sector Flash - Amended Housing Law approved; Amended Land Law postponed to next NA meeting
Sector Reports
27 Nov 2023
•
VRE
VHM
VIC
LHG
IDC
SZC
PHR
KBC
KDH
NLG
DXS
GVR
DXG
SIP
DIG
NVL
HDC
PDR
DPR
TCH
CRE
HTN
NTL
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27 Nov 2023
Urea Sector Update - Marginally higher urea price outlook in 2024
Sector Reports
17 Nov 2023
•
DCM
DPM
17 Nov 2023
Water Sector Update - Slow economic recovery to weigh on 2024 water consumption
Sector Reports
07 Nov 2023
•
TDM
BWE
07 Nov 2023
Q3 2023 Banking Earnings Wrap-up - Slow credit growth and high NPL formation pressures NIM
Sector Reports
06 Nov 2023
•
MBB
TCB
ACB
STB
VIB
TPB
CTG
VPB
VCB
HDB
LPB
BID
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06 Nov 2023
Semiconductor Thought Piece - Vietnam poised to tap into semiconductor global value chain
Sector Reports
31 Oct 2023
•
FPT
31 Oct 2023
Energy Sector Flash: Block B project makes significant progress
Sector Reports
30 Oct 2023
•
BSR
PVT
DCM
GAS
DPM
PVS
NT2
PVD
POW
PLX
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30 Oct 2023
Thermal Power Sector Update - Tight power market loosens in 2024
Sector Reports
25 Oct 2023
•
REE
HDG
NT2
POW
PC1
PPC
VSH
HND
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25 Oct 2023
Vietnam Residential Real Estate: Key takeaways from real estate agents’ comments on Q3 2023
Sector Reports
12 Oct 2023
•
VRE
VHM
VIC
KDH
NLG
DXS
DXG
DIG
NVL
HDC
PDR
CRE
HTN
NTL
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12 Oct 2023
Oil & Gas Sector Update: Higher oil price outlook to underpin domestic E&P recovery
Sector Reports
09 Oct 2023
•
BSR
PVT
DCM
GAS
DPM
PVS
NT2
PVD
POW
PLX
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09 Oct 2023
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