Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy HUT Stock (Tasco)? 2026 Analysis
Tasco went from toll-road investor to auto ecosystem with a 14.2% car distribution share, VETC and insurance. Should you buy HUT stock given its heavy debt load?
Should You Buy OIL Stock (PV OIL)? 2026 Analysis
Vietnam's No. 2 fuel distributor books VND 150 trillion in revenue on razor-thin margins under state-set prices. Should you buy OIL stock of PVOIL in 2026?
Should You Buy F88 Stock (F88 Investment)? 2026 Analysis
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?
Should You Buy NVB Stock (NCB)? 2026 Analysis
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?
Should You Buy BMP Stock (Binh Minh Plastics)? 2026 Analysis
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?
Should You Buy TLG Stock (Thien Long)? 2026 Analysis
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?
Should You Buy CTD Stock (Coteccons)? 2026 Analysis
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?
Should You Buy EVF Stock (EVNFinance)? 2026 Analysis
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?
Should You Buy NAB Stock (Nam A Bank)? 2026 Analysis
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?