Danh mục: Vietnam Market Insights

Vietnam’s number-two private tech group is betting on data centres and AI, but margins are thin and debt has doubled. Should you buy CMG stock in 2026?

Vietnam’s state steel champion returned to profit in 2025, but TISCO 2 is unfinished, SCIC owns 93.93% and the free float is about 6%. Should you buy TVN stock?

Owner of four southern Vietnam industrial parks that earns most of its revenue selling power and water to tenants. Should you buy SIP stock in 2026?

From a Mekong Delta rural bank to record 2025 profit and a HOSE listing. Should you buy KLB stock of KienlongBank when high returns come with concentration risk?

From Gia Dinh Bank in 1992 to a HOSE listing in 2026: profit is surging and customers top 3.2 million, but ROE is low and bad debt rising. Buy BVB?

A THACO-run plantation company with over VND 13 trillion in accumulated losses is converting rubber to bananas and cattle in Laos. Should you buy HNG stock in 2026?

Vietnam’s top gold producer posts record profits on the metals cycle, yet TKV owns 98.06% and the float is tiny. Should you buy KSV stock of Vimico in 2026?

A Vietnamese container carrier that posted record profit in 2025 but lives on the global freight cycle. Should you buy HAH stock in 2026? Pros, cons, scenarios.

Tasco went from toll-road investor to auto ecosystem with a 14.2% car distribution share, VETC and insurance. Should you buy HUT stock given its heavy debt load?

Vietnam’s No. 2 fuel distributor books VND 150 trillion in revenue on razor-thin margins under state-set prices. Should you buy OIL stock of PVOIL in 2026?