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.
26/11/2025
3Q2025 Earnings Update At the end of the third quarter of Q2025, KDH recorded notably positive business results with revenue reaching VND 1,098 bilion...
20/11/2025
Vietnamese securities companies are still mainly operating under the traditional business model, with key characteristics: Expanding brokerage market share...
30/10/2025
(EN)GTJASVN RS_PAN Equity Report _9M2025 Business Results Update_Oct 28 2025
