04/07/2024
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In the short run, we are NEUTRAL towards both VN consumer discretionary and consumer staples stocks. Investors can still find opportunities to invest in potential individual stocks (especially midcap and lowcap) in the two subsectors. In the long run, there are opportunities for companies from both subsectors and we assess the long-term outlook to be PROMISING for both subsectors.
05/03/2026
GTJASVN Research _Construction Sector Outlook 2026_Posititve_Feb 2026_en Pillars Supporting the 2026 Construction Industry Outlook 1.Public investment...
03/03/2026
BUSINESS UPDATE In 2025, VietinBank expanded its balance sheet with total assets reaching VND 2,768 tn (+16% YoY), outstanding loans VND 1,992 tn (+15.7%),...
11/02/2026
Vietnam’s aviation sector outlook remains positive, supported by strong growth in tourism and large-scale infrastructure investment under the 2021–2030...
