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.
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...
05/02/2026
(EN) GTJASVN RS_FRT Equity Report _Long Chau pharmacy chain continues to spearhead growth _TP188,687_Feb 4, 2026 BUSINESS UPDATES According to the FY2025...
03/02/2026
(EN) GTJASVN_MBB Equity Report_2025 Business Results_Accumulate TP29,600VND_03.02.2026 KEY BUSINESS HIGHLIGHTS In 2025, MBB recorded exceptional growth...
