REE – Brief – [NONRATED] – NPAT dropped as the decline’s Utilities segment
REE recorded a revenue of VND2,181bn, an increase slight of 0.3% compared to the same period, while NPAT reached a decline strongly with VND404bn, a drop 35% yoy. The main reason for this decline was the negative growth in both revenue and NPAT in the Utilities segment.
Featured Analysis
Covered warrant: Maintaining caution
Derivatives: Profit-taking pressure
Market commentary: Late-session selling pressure
BAF – Brief – [NONRATED] – 1Q26 NPAT grew, but operating expenses also increased rapidly
SBV continues net liquidity injection and interbank rates cool down
Banking – Note – [NEUTRAL] – Resilient growth amid volatility
Derivatives: Caution at the all-time high
