BCG – Brief – [NONRATED] – Charge against BOD members
On Mar 1, The Bamboo Capital Group (BCG VN Equity, Non-rated) was notified by the competent authority regarding the decision to initiate a case and a suspect charge against members of BOD. We do not see how the BCG woe could attack the corporate bond market since the scale is immaterial compared to the Van Thinh Phat and Tan Hoang Minh scandalous events. The broad market was immunized by the disclose of BCG prosecution.
Featured Analysis
Market commentary: Positive developments
Derivatives: Testing the march 2025 peak
REE – Earnings review – [BUY] – 1Q25: Power segment remains key driver in 1Q25
MSH – Brief – [NONRATED] – Solid growth in 1Q25 but risks loom from 2Q25F onward
SBV resumes liquidity injection
Covered warrant: Cautious optimism
Market commentary: Intraday divergence

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