Danh mục: Vietnam Market Insights

Vietnam grew 8.02% in 2025 and 8.18% in H1 2026. A data-led guide to the 2026 outlook, the growth engines, the real risks and what it means for stocks.

In 2026 Eximbank moved its head office to Hanoi, replaced almost its whole board, and installed a structure with six of seven seats held by independent directors.

LPB is the only Vietnamese bank that sells through post offices, and after late 2025 it has almost no large shareholder left. A full look at the model and the risks.

GEE is Gelex Electric, not Gelex Group. It owns CADIVI cable, THIBIDI transformers, HEM motors and EMIC meters, and its profit swings with the world copper price.

Licence number 0001, issued in Hai Phong in 1991. Today MSB has one of the highest low-cost deposit ratios in Vietnamese banking. Is that advantage durable?

Vietnam GDP grew 8.02% in 2025 and 8.18% in H1 2026. What the numbers contain, why GDP growth does not automatically lift the VN-Index, and the risks.

It listed in 2008, vanished in 2011, and returned in May 2025 as Vietnam’s largest resort operator. VPL is now the most direct way to own Vietnamese tourism.

It once led Vietnam in brokerage share, then nearly broke on leverage. Twenty-six years on, MB Securities is back in the top group by a very different route.

PET is Petrosetco, not Petrolimex. Three quarters of its revenue now comes from distributing phones and laptops, and its founding state shareholder has just left entirely.

A deep dive into GVR, Vietnam’s largest natural-rubber group and one of its biggest landholders: a ~394,000 ha land treasure at near-zero cost basis, the industrial-park conversion story, a favourable rubber cycle, why RNAV beats P/E, the razor-thin 3-4% free float and the State-divestment catalyst — every pro and con weighed for each investor type.