Company in-dept
25
February
GAS – In-depth – [BUY +16%] – Adopting new sources of growth
We maintain a BUY rating for GAS stock with a target price of VND79,300/share for long-term investment strategies: Despite a vibrant LNG segment, high provisions and a poorer oil price...
24
May
BID – In-depth – [HOLD+13%] – The Giant’s return to the track
We initiate our coverage on BID with a HOLD rating and a target price of VND55,600, implying a 13% upside, using a residual approach (50%) and P/B method (50%). TTM...
17
November
POW – In-depth – [BUY +42.6%] – Waiting for somethings new
We recommend BUY for POW stock with a target price of 16,600 VND per share for mid and long-term investment strategy (upside +42.6%). We especially emphasize that in 2024–25, POW's...
23
October
VCB – In-depth – [BUY+18%] – Best-in-class performer throughout difficult times
We initiate our coverage on VCB with a BUY rating and a target price of VND100,000, implying a 18% upside by using a residual approach (50%) and P/B method (50%)....
25
August
TCB – In-depth – [BUY +30%] – Is TCB past its peak?
We initiate our coverage on TCB with a BUY rating and a target price of VND43,700, implying a 30% upside buy using a residual approach (50%) and P/B method (50%)....
Featured Analysis
Derivatives: Selling signal?
Market commentary: Cash flow returning?
Derivatives: Maintaining the uptrend
Derivatives: Breakout session
Market commentary: Positive performance
Exchange rate pressure reignites ahead of reciprocal tariffs plan
Covered warrant: Capital flows support the market
