Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy VIB Stock (Vietnam Int’l Bank)? A 2026 Analysis
The purest retail bank in Vietnam: homes, cars and credit cards. Its Australian teacher sold every share after fifteen years. Should you buy VIB stock in 2026?
Should You Buy Vietnam Airlines (HVN) Stock? A Complete 2026 Analysis
A deep dive into HVN, the national flag carrier back from a near-fatal fall: the state-controlled ownership, the COVID negative-equity crisis and rescue issue, a record 2025 with one-off factors, the high-margin service ecosystem, the $8.1bn fleet bet, and why P/E and P/B are meaningless here — a high-risk recovery/speculative stock, pros and cons weighed.
Should You Buy HCM Stock (HSC Securities)? A 2026 Analysis
Founded by a city government fund, raised by a foreign fund manager, once number one and now fifth on market share. Should you buy HCM stock of HSC in 2026?
Is Vietnam an Emerging Market? Scenarios for September, and What Breaks Them
Four settled facts, two genuine unknowns, three scenarios tied to published data rather than price levels, and the three flow mechanisms most coverage blends into one.
Should You Buy Gemadept (GMD) Stock? A Complete 2026 Analysis
A deep dive into GMD, Vietnam's number-one private port operator: the north-south two-pole system, the scarce Gemalink deep-water port and its CMA CGM partner, the two-layer profit and why to value it by EV/EBITDA not P/E, plus the trade-cycle and tariff sensitivity — pros and cons weighed.
Should You Buy SHS Stock (Saigon-Hanoi Securities)? 2026 Analysis
A broker with top-tier capital and under 2% market share, the last big name left on the Hanoi exchange, and a Finnish fund on its register. Should you buy SHS?
Should You Buy Ca Mau Fertilizer (DCM) Stock? A Complete 2026 Analysis
A deep dive into DCM, one of Vietnam's two largest urea makers and the only granular-urea producer: the PVN backing and gas-price double-edged sword, the finished-depreciation margin jolt, a ~5.7% cash dividend, booming exports, and why the ~10x P/E is a cycle trap — pros and cons weighed.
Should You Buy HAG Stock (Hoang Anh Gia Lai)? A 2026 Analysis
A carpentry shed in Pleiku, the richest man on the exchange, a VND 35 trillion debt pile, then the day the accumulated losses hit zero. Should you buy HAG?
Vietnam Trading Hours, Price Bands and Settlement: What Shapes Execution
Session structure with auctions at both ends, daily price bands that differ by exchange, and a T+2 settlement cycle — and why the band matters most.