SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
In 1Q26, SZC reported VND2,165bn revenue (-6% qoq, +12% yoy) with a GP landing at VND357bn (-2% qoq, +11% yoy). GPM of 16.5% (+0.5%p qoq, flat yoy). Net profit came in at VND357bn (-2% qoq, -11% yoy).
Featured Analysis
Derivatives: Mounting selling pressure
Market commentary: Selling pressure persists
MWG – Brief – [NONRATED] – Convenient electronics, expanding grocery
Derivatives: Caution returns
Market commentary: Continued caution
Derivatives: Awaiting further confirmation
Market commentary: Choppy trading
