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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.
24/04/2026
GTJASVN_HPG EquityReport_ Update AGM 2026_April 21 2026_en KEY HIGHLIGHTS · At the meeting, Chairman Tran Dinh Long announced the Q1 2026...
20/04/2026
KEY TAKEAWAYS At the 2026 Annual General Meeting (held on April 17, 2026), PVI announced its 2026 business plan with the following highlights: Consolidated...
25/03/2026
(EN) GTJASVN RS_MSN Equity Report _Masan – Repositioning for growth _TP96,198_Mar 23, 2026 BUSINESS UPDATES According to the FY2025 business results...