Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy Techcombank (TCB) Stock? A Complete 2026 Analysis
A deep dive into TCB, Vietnam's "CASA king": history, the Ho Hung Anh–Masan structure, the housing value chain, the TCBS IPO, a cheap P/B and the real-estate concentration risk — pros and cons weighed.
Which Vietnamese Stocks Foreign Funds Must Buy After an Upgrade
Foreign room decides who benefits, not market cap. The 30% and 49% bank caps, the three single-holder ceilings inside them, and a four-question screen.
Should You Buy BIDV (BID) Stock? A Complete 2026 Analysis
A deep dive into BID, Vietnam's largest bank by assets: history, state ownership, the KEB Hana partnership, thin NIM, the capital-raising bottleneck and P/B valuation — pros and cons weighed.
Should You Buy Vietcombank (VCB) Stock? A Complete 2026 Analysis
A deep dive into VCB, the "king" of Vietnamese banking: history, state ownership, asset quality and bad debt, P/B valuation, dividends and the outlook — pros and cons weighed.
Vietnam’s FTSE Upgrade: What Actually Changes in September
FTSE Russell moves Vietnam's stock market index to Secondary Emerging on 21 September 2026. Real index weights, the 28-name list, and what matters most.
Should You Buy FPT Stock? A Complete 2026 Analysis
A deep dive into FPT stock: history, leadership, the three-block ecosystem, 2025 results, P/E valuation, the NVIDIA AI bet and the foreign-room reversal — pros and cons weighed.
Inside vwealth V2: AI Analysis of Vietnamese Market Data
Vietnamese filings lock English speakers out of the market. Inside vwealth V2: 12 AI analyst personas turning ~197 tickers' data into English reports.
Vietnam Stock Market Data in English: Sources You Can Trust
Where to find Vietnam stock market data in English: exchange sources, company filings and their lag, broker research, aggregators and AI-powered tools.
Building a Vietnam Portfolio from Abroad: ETFs or Stocks
ETF, direct stocks or both? A practical framework to invest in Vietnam from abroad built on your capital, time and access — with each route's failure modes.