Sector and company
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%)....
01
June
Crushed Stone – In-depth – [OVERWEIGHT] – Bracing for growth from 2024F
We initiate an Overweight rating on the Crushed Stone industry in 12-month horizons spurred by the robust demand growth serving the public infrastructure spending in 2024-2025F. Going forward, the housing...
Featured Analysis
Derivatives: Waiting for confirmation signals
Market commentary: Broad-based gains
Market commentary: Widespread demand momentum
Derivatives: Green session
Derivatives: Pull-back confirmation
Market commentary: Cautious sentiment
Fund flow: Vietnam leads fund flows in SEA
