Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Corporate Governance in Vietnam: A Guide for Foreign Investors
How corporate governance works in Vietnam: controlling families, related-party deals, dilution, ESOPs and a 10-point checklist for foreign investors.
Vietnam’s State-Owned Enterprises: Equitization and Divestment
How Vietnam state owned enterprises became listed giants via equitization, what state control means for minority shareholders, and how to value an SOE.
How to Read Financial Statements in Vietnam: VAS vs IFRS
Learn how to read financial statements under Vietnam's VAS versus IFRS — historical cost, bank provisioning, goodwill — and how to adjust your analysis.
Vietnam Equity Market: The 30 Blue Chips That Move It
A sector guide to the Vietnam equity market and its blue chips: how banks, property, consumer, tech and energy giants earn and what moves them.
Vietnam Aviation and Logistics Stocks: Ports and Airlines
How Vietnam's port, airline and logistics stocks earn money — throughput, load factors, operating leverage — and which segment fits your risk appetite.
Vietnam Retail Stocks: Chains, Margins and the Modern-Trade Shift
How to analyze Vietnam retail stocks: the modern-trade shift, same-store sales, store payback, four battlegrounds and why expansion hides real profits.
Vietnam Energy Market: Gas, Fuel and Power Generation
How the Vietnam energy market earns, from gas fields to power plants and petrol stations, and why oil prices move each link differently.
Best Stock Company in Vietnam: A Real Buyer’s Guide
Searching for the best stock company in Vietnam? Here's a friendly, jargon-free framework to pick a broker that truly fits you, not just the biggest name.
Vietnam Steel and Industrial Stocks: A Cyclical Playbook
Cyclical stocks explained through Vietnam steel: the input-output spread, why a low P/E marks cycle peaks, capacity waves, tariffs and a cycle checklist.