Industrial park
01
June
IDC – Brief – [NONRATED] – Slower IP Handovers Weigh on Core Earnings
In 1Q26, IDC reported VND2,165bn revenue (-6% qoq, +12% yoy) with a GP landing at VND389bn (-45% qoq, -29% yoy). The contraction in high-margin segments (IP) led to a blended...
29
May
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
In 1Q26, SIP 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...
22
May
SZC – Brief – [NONRATED] – 1Q26 earnings down, IP gross margin improved
In 1Q26, SZC reported VND102bn revenue (-73% QoQ, -75% YoY). The sharp decline in revenue was due to new revenue recognition on allocation basis, unlike the previous one-off recognition of...
Featured Analysis
SBV ramps up repo injections
Derivatives: A reversal pattern?
Market commentary: Divergent movements
Chart of the day: Short-term sell signal?
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
Derivatives: Mounting selling pressure
Market commentary: Selling pressure persists
