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.
14/05/2026
KEY HIGHLIGHTS Q1/2026 earnings performance of the 27 listed banks continued to maintain growth momentum, with sector-wide profit before tax increasing...
06/05/2026
(EN) GTJASVN_Sector Report_Automotive Sector__Policy Tailwinds Extended_05.05.2026 KEY INFORMATION Vietnam’s electric vehicle (EV) support policies continue...
25/04/2026
(EN) GTJASVN RS_MWG Equity Report _ Growth meets IPO catalyst_TP104,755_April 24, 2026 We maintain a positive view on MWG’s 2026 business outlook, underpinned...
