Danh mục: Vietnam Market Insights

Viettel Post handled about 360 million parcels in 2025 for a market share near 22.3%, yet net profit was only VND 404.89 billion. Should you buy VTP stock?

HHV holds toll rights over the Hai Van, Deo Ca and Cu Mong tunnels and the Bac Giang – Lang Son expressway, along with debt in the tens of trillions of dong.

Becamex controls roughly 13% of Vietnam’s industrial park market and stands behind VSIP, yet its free float is only 4.56%. Should you buy BCM stock in 2026?

How Vietnam manufacturing drives the economy, and which listed HOSE, HNX and UPCoM sectors give foreign investors real exposure to the factory boom.

A record 3,865 billion dong profit in 2025, then a 2026 plan of 1,037 billion. Understanding why that is not a contradiction is the key to this business.

Revenue above 26 trillion dong, net margin barely two per cent. Digiworld sells the capability to bring other brands into Vietnam. Is that worth owning?

Once Oriental Securities, now a 51%-owned subsidiary of TPBank with charter capital of 6,239 billion dong. Is that transformation something you should own?

A truck dealer that became Hai Phong’s largest developer. The bridge between the two trades is land, and the land came from build-transfer contracts.

From noodle containers sold in Eastern Europe in 1996 to a bottle in nearly every Vietnamese kitchen. A high-quality business inside a very tight shell.

A 1976 zoning decision created the yard. Fifty years later it ships offshore wind foundations to Taiwan. PTSC does not sell oil, it sells capability.