Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy GEE Stock (Gelex Electric)? A Complete 2026 Analysis
GEE is Gelex Electric, not Gelex Group. It owns CADIVI cable, THIBIDI transformers, HEM motors and EMIC meters, and its profit swings with the world copper price.
Should You Buy MSB Stock (Maritime Bank)? A Complete 2026 Analysis
Licence number 0001, issued in Hai Phong in 1991. Today MSB has one of the highest low-cost deposit ratios in Vietnamese banking. Is that advantage durable?
Vietnam GDP and the Stock Market: What Investors Miss
Vietnam GDP grew 8.02% in 2025 and 8.18% in H1 2026. What the numbers contain, why GDP growth does not automatically lift the VN-Index, and the risks.
Should You Buy VPL Stock (Vinpearl)? A Complete 2026 Analysis
It listed in 2008, vanished in 2011, and returned in May 2025 as Vietnam's largest resort operator. VPL is now the most direct way to own Vietnamese tourism.
Should You Buy MBS Stock (MB Securities)? A Complete 2026 Analysis
It once led Vietnam in brokerage share, then nearly broke on leverage. Twenty-six years on, MB Securities is back in the top group by a very different route.
Should You Buy PET Stock (Petrosetco)? A Complete 2026 Analysis
PET is Petrosetco, not Petrolimex. Three quarters of its revenue now comes from distributing phones and laptops, and its founding state shareholder has just left entirely.
Should You Buy Vietnam Rubber Group (GVR) Stock? A Complete 2026 Analysis
A deep dive into GVR, Vietnam's largest natural-rubber group and one of its biggest landholders: a ~394,000 ha land treasure at near-zero cost basis, the industrial-park conversion story, a favourable rubber cycle, why RNAV beats P/E, the razor-thin 3-4% free float and the State-divestment catalyst — every pro and con weighed for each investor type.
Should You Buy SCS Stock (Saigon Cargo Service)? 2026 Analysis
One of only two cargo terminals at Tan Son Nhat airport, with margins in the seventies and a long cash dividend record. But the entire business sits on land it does not own.
Venture Capital in Vietnam: A Foreign Investor’s Guide
Vietnam venture capital in numbers: USD 509m across 103 deals in 2025, plus the active funds, hot sectors, legal structures and the exit map.