Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy VCG Stock (Vinaconex)? A Complete 2026 Analysis
A record 3,865 billion dong profit in 2025, then a 2026 plan of 1,037 billion. Understanding why that is not a contradiction is the key to this business.
Should You Buy DGW Stock (Digiworld)? A Complete 2026 Analysis
Revenue above 26 trillion dong, net margin barely two per cent. Digiworld sells the capability to bring other brands into Vietnam. Is that worth owning?
Should You Buy ORS Stock (Tien Phong Securities)? A Complete 2026 Analysis
Once Oriental Securities, now a 51%-owned subsidiary of TPBank with charter capital of 6,239 billion dong. Is that transformation something you should own?
Should You Buy TCH Stock (Hoang Huy)? A 2026 Analysis
A truck dealer that became Hai Phong's largest developer. The bridge between the two trades is land, and the land came from build-transfer contracts.
Should You Buy MCH Stock (Masan Consumer)? 2026 Analysis
From noodle containers sold in Eastern Europe in 1996 to a bottle in nearly every Vietnamese kitchen. A high-quality business inside a very tight shell.
Should You Buy PVS Stock (PTSC)? A Complete 2026 Analysis
A 1976 zoning decision created the yard. Fifty years later it ships offshore wind foundations to Taiwan. PTSC does not sell oil, it sells capability.
Vietnam Economy 2026: What Investors Need to Know
Vietnam grew 8.02% in 2025 and 8.18% in H1 2026. A data-led guide to the 2026 outlook, the growth engines, the real risks and what it means for stocks.
Should You Buy EIB Stock (Eximbank)? A Complete 2026 Analysis
In 2026 Eximbank moved its head office to Hanoi, replaced almost its whole board, and installed a structure with six of seven seats held by independent directors.
Should You Buy LPB Stock (LPBank)? A Complete 2026 Analysis
LPB is the only Vietnamese bank that sells through post offices, and after late 2025 it has almost no large shareholder left. A full look at the model and the risks.