Danh mục: Vietnam Market Insights

A pawn chain of nearly 1,000 outlets that takes no deposits and sits outside central-bank supervision: very high margins, high regulatory risk. Should you buy F88?

From a weak bank to a record Q2 2026 profit, capital up sevenfold in five years but heavy dilution for minorities. Should you buy NVB stock of NCB in 2026?

Binh Minh Plastics earns record margins and pays out nearly all profit as dividends to SCG and minority holders. Should you buy BMP stock as PVC prices rise?

Vietnam’s national pen maker grows slowly but pays steady cash dividends, and Japan’s Kokuyo plans to take 65%. Should you buy TLG stock of Thien Long Group in 2026?

From Landmark 81 to a record backlog, Coteccons leads Vietnam’s listed builders on revenue but earns thin margins and waits on cash. Should you buy CTD stock?

A finance company named after Vietnam’s power sector, but with 0% state ownership, mostly corporate loans, record profit and a 50% foreign limit. Should you buy it?

Assets up over 70% in 2025, ROE near 19%, ONEBANK and global funding, but CASA only about 6% and thin capital. Should you buy NAB stock of Nam A Bank in 2026?

From a military construction unit to a power-and-property group, Ha Do earns steady hydropower cash but faces FIT rulings. Should you buy HDG stock in 2026?

From a tiny broker in 2021 to Vietnam’s biggest securities IPO, VPBankS quadrupled profit, yet its stock traded below the IPO price. Should you buy VPX in 2026?

Founded in 2000 and owned by VietinBank, this brokerage posted record 2025 profit, yet its capital is small and margin lending is near the cap. Should you buy CTS?