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.
23/10/2026
EN-GTHTSVN-Research_Sector-Report_VIETNAM-OIL-GAS-INDUSTRY_UNBLOCKING-THE-NATIONS-VITAL-FLOW-_Oct-22-2026.pdf Oil & Gas Industry Outlook 2026 is...
13/10/2026
(EN) GTHTVN RS VNM Equity Report _Defensive Stock with an Attractive Dividend Yield _TP59,000_Oct 13,2026 BUSINESS UPDATES According to VNM’s 1H26 business...
02/10/2026
GTHTSVN Research_Sector Report_Vietnam Industrial RE Sector Updates_Oct 1 2026_EN (1) Vietnam Industrial Real Estate: 1H2026 Bright Spots and Strategic...
