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.
17/10/2025
Strengthen the value chain KEY HIGHLIGHTS DGC is a leading chemical enterprise in Vietnam, holding a dominant position in the supply of yellow phosphorus...
15/10/2025
GTJASVN_MWG Equity Report_Back to the growth trajectory_TP80496VND Hold_Oct 14 2025 MWG is returning to a new growth cycle in 2025–2030 with three key...
02/10/2025
Positive medium-term outlook KEY HIGHLIGHTS DBC is one of the leading pig farming enterprises in Vietnam. During the period 2024–6M2025, the company’s...
