Rubber
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...
14
May
PHR – Brief – [NONRATED] – 1Q26: Receiving compensation from THACO
In 1Q26, PHR reported VND468bn net revenue (-6% QoQ, +50% YoY, figure 1), gross profit increased to VND116bn (-26% QoQ, +14% YoY, figure 2). Net profit came in at VND285bn...
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
