Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Should You Buy Sacombank (STB) Stock? A Complete 2026 Analysis
A deep dive into STB, Vietnamese banking's classic restructuring story: the Tram Be shadow and Southern Bank merger, the 32.5% knot at VAMC, the double reserve of compressed profit and locked dividends, a distorted P/E and the re-rating bet — pros and cons weighed.
Should You Buy ACB Stock? A Complete 2026 Analysis
A deep dive into ACB, Vietnam's cleanest private retail bank: the 2012 Bau Kien shock, the founding-family leadership, top-tier asset quality, a cheap P/B, steady dividends and the first profit decline in 13 years — pros and cons weighed.
Vietnam Foreign Ownership: The Room Cap That Blocks Money
Vietnam foreign ownership explained: the three numbers behind foreign room, the thinner market once a name is full, negative room and forced selling.
Should You Buy MB Bank (MBB) Stock? A Complete 2026 Analysis
A deep dive into MBB, the banking group's growth star: history, the army-Viettel ecosystem, top CASA, high ROE, a cheap P/B and the asset-quality risk — pros and cons weighed.
Should You Buy Techcombank (TCB) Stock? A Complete 2026 Analysis
A deep dive into TCB, Vietnam's "CASA king": history, the Ho Hung Anh–Masan structure, the housing value chain, the TCBS IPO, a cheap P/B and the real-estate concentration risk — pros and cons weighed.
Which Vietnamese Stocks Foreign Funds Must Buy After an Upgrade
Foreign room decides who benefits, not market cap. The 30% and 49% bank caps, the three single-holder ceilings inside them, and a four-question screen.
Should You Buy BIDV (BID) Stock? A Complete 2026 Analysis
A deep dive into BID, Vietnam's largest bank by assets: history, state ownership, the KEB Hana partnership, thin NIM, the capital-raising bottleneck and P/B valuation — pros and cons weighed.
Should You Buy Vietcombank (VCB) Stock? A Complete 2026 Analysis
A deep dive into VCB, the "king" of Vietnamese banking: history, state ownership, asset quality and bad debt, P/B valuation, dividends and the outlook — pros and cons weighed.
Vietnam’s FTSE Upgrade: What Actually Changes in September
FTSE Russell moves Vietnam's stock market index to Secondary Emerging on 21 September 2026. Real index weights, the 28-name list, and what matters most.