Danh mục: Vietnam Market Insights

Most Vietnamese textile firms only sew. Thanh Cong spins, weaves, dyes and then sews, and that rare vertical chain is the whole investment case for TCM.

Inside this single ticker sit two businesses: a building materials manufacturer and an industrial land bank in northern Vietnam. They share one balance sheet.

Nam Kim does not make steel. It buys hot-rolled coil, coats it and sells the sheet, so every dong of profit lives inside a thin and volatile spread.

Its largest shareholder is a Japanese bank holding exactly 15% of capital, the legal maximum. Seven checkpoints to read before answering the OCB stock question.

From VND 300 million in Sa Dec in 1997 to Vietnam’s largest pangasius exporter. Why the collagen business, not the fillet business, answers the VHC stock question.

Profit near VND 1,507 billion in 2025, yet barely above breakeven in 2022. Understanding the hog cycle and the 3F chain is the key to the DBC stock question.

Viettel Construction is turning from a telecom contractor into Vietnam’s largest owner of leasable infrastructure. Has that transformation gone far enough yet?

Bao Viet is Vietnam’s first insurer and the life market leader, yet its largest profit source is a portfolio of bank deposits and bonds tied to interest rates.

Vietnam exported USD 475bn in 2025 then swung to deficit in 2026. How the trade flows, FTAs and US tariffs work, and which listed names ride them.

Viettel Global runs telecom networks in nine markets across three continents, yet VGI stock trades on UPCoM with a free float below one percent of the shares.