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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.
05/02/2026
(EN) GTJASVN RS_FRT Equity Report _Long Chau pharmacy chain continues to spearhead growth _TP188,687_Feb 4, 2026 BUSINESS UPDATES According to the FY2025...
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2026 INVESTMENT STRATEGY Entering 2026, the global and Vietnamese investment landscape continues to present a core paradox: “the most efficient is not...
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GLOBAL TECHNOLOGY SECTOR: AI AS THE CORE GROWTH DRIVER 2025 marked a major turning point for the global ICT and technology sector, driven not only by traditional...