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.
18/02/2025
Business Outlook Revenue from the M.E.P segment and telecommunications services is secured by work volume from major shareholders, Becamex and VNPT. In...
16/01/2025
Banking Sector Outlook 2025 In 2025, the banking sector will face a challenging macroeconomic environment, presenting both opportunities and risks. On...
15/01/2025
ELECTRICITY STOCKS AND INVESTMENT VIEWPOINT We divide the investment prospects of electricity stocks into 2 groups: Enterprises owning many hydropower...
