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.
07/11/2024
The Q3/2024 banking sector report highlights: Credit growth reached 9% by the end of September, with private banks seeing strong growth while state-owned...
29/10/2024
Techcombank saw strong credit and profit growth in the first 9 months of 2024, with credit growth at 17.4% ytd and pre-tax profit reaching VND 22.8 trillion...
15/10/2024
INVESTMENT THESIS 1/ Business outlook remains positive as the jewelry retail market enters its peak season. The industry outlook is optimistic, with an...
