Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
What Foreign Funds Actually Hold in Vietnam — and Why Copying Them Fails
Four disclosure sources, three constraints that shape every foreign portfolio, and the one calculation that turns a holdings list into information.
Should You Buy PV Power (POW) Stock? A Complete 2026 Analysis
A deep dive into POW, Vietnam's #2 power producer and first LNG-power pioneer: the gas-coal-hydro portfolio, the billion-dollar Nhon Trach 3&4 LNG gamble, why to read EBITDA not P/E, and the power-shortage story — pros and cons weighed.
Should You Buy CII Stock (HCMC Infrastructure)? A 2026 Analysis
Seven toll roads paying every day, a Thu Thiem land bank nobody can replace, and a convertible bond machine that keeps thinning the pie. Should you buy CII stock?
Should You Buy Petrolimex (PLX) Stock? A Complete 2026 Analysis
A deep dive into PLX, Vietnam's #1 fuel hub with ~50% share and ~5,500 stations: enormous revenue but a ~1% mechanism-capped margin, oil-sensitive inventory losses, hidden golden-land value, steady dividends and the EV pivot — pros and cons weighed.
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.