Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy CEO Stock (CEO Group)? A 2026 Analysis
Irreplaceable coastal land at Phu Quoc and Van Don, a debt-light balance sheet, slow returns and relentless dilution. So should you buy CEO stock in 2026?
How to Invest in Vietnam Stocks From Abroad: What the Minimum Really Is
There is no legal minimum. The practical floor comes from fixed setup costs — and here is how to compute the crossover that applies to you.
Should You Buy PV GAS (GAS) Stock? A Complete 2026 Analysis
A deep dive into GAS, Vietnam's gas-infrastructure monopoly: the uncopyable pipeline moat, a ~40,000 billion cash fortress with almost no debt, cyclical profit tied to oil prices, generous dividends, the ~4% free float and the LNG-power bet — pros and cons weighed.
Should You Buy TPB Stock (TPBank)? A Complete 2026 Analysis
Founded by technology people, nearly lost in 2011, rescued by a gold-trading family, rebuilt in purple. TPBank sits mid-table, where risk and opportunity both live.
Should You Buy Phu Nhuan Jewelry (PNJ) Stock? A Complete 2026 Analysis
A deep dive into PNJ, Vietnam's #1 jewelry retailer and NOT a 'gold stock': the branded-retail model, the 'gold commander' Cao Thi Ngoc Dung, the beautiful 2025 paradox of peak profit on falling revenue, the raw-gold bottleneck and GARP valuation — pros and cons weighed.
Should You Buy VIX Stock (VIX Securities)? A 2026 Analysis
Nineteen years, four company names, and no shareholder above 5%. VIX Securities is a top-tier broker by capital whose profits still hinge on its own trading book.
Reading a Vietnamese Company’s Accounts: Six Lines First, and Where the English Version Hides
Finding the right document, four things to establish before reading any number, and a six-line triage that takes fifteen minutes.
Should You Buy FPT Retail (FRT) Stock? A Complete 2026 Analysis
A deep dive into FRT, a 'two-person' retailer: the Long Chau pharmacy star driving value, the FPT Shop cash-cow base, a one-off-boosted record profit, the billion-dollar Long Chau IPO catalyst and SOTP valuation — pros and cons weighed.
Should You Buy NVL Stock (Novaland)? A Complete 2026 Analysis
Novaland went from a veterinary-medicine shop to three mega-townships, then into Vietnam's 2022 bond crisis. Should you buy NVL stock after three years of restructuring?