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.
08/01/2026
(EN) GTJASVN_Sector Report_Port & Maritime Transport_Outlook 2026_OUTPERFORM_31.12.2025 The Vietnamese port and Maritime Transport sector recorded...
08/01/2026
Based on our assessment, the power sector continues to maintain a positive outlook, supported by robust growth in electricity demand in line with GDP expansion....
25/12/2025
(EN) GTJASVN Research _Steel Sector Updates_Dec 2025_ 24.12.2025 The steel industry continued to experience significant volatility in 2025, affected by...
