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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.
13/08/2025
Vietnam’s automobile market maintains its growth momentum thanks to: The rising proportion of the middle class in Vietnam and the increasing trend of...
08/08/2025
KEY HIGHLIGHTS Saigon VRG Investment Corporation (SIP) announced its Q2/2025 business results, with revenue reaching nearly VND 2,130 billion (+10% YoY...
08/08/2025
VPB 1H 2025 BUSINESS RESULTS UPDATE UPDATE ON BUSINESS OPERATIONS In Q2 2025, VPBank delivered robust results, with 1H pre‐tax profit of VND 11,229 billion—a...