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.
31/07/2025
GTJASVN_ACB Equity Report_Business Results Update_Accumulate Recommendation_25.500VND_29.7.2025 UPDATE ON BUSINESS OPERATIONS Credit increased 9.1% YTD,...
21/07/2025
https://gtjai.com.vn/wp-content/uploads/2025/07/EN-GTJASVN_Flash-Note_Circular-142025-on-CAR_21.7.2025.pdf Circular 14/2025/TT-NHNN Marks a Strategic Step...
16/07/2025
GTJASVN_TCBS Equity Report – Pre-IPO Update (EN) The upcoming TCBS IPO, slated for late 2025 to early 2026, has attracted strong investor interest...
