Steel
14
May
NKG – Brief – [NONRATED] – 1Q26: Significant challenges remain
In 1Q26, NKG recorded revenue of VND3,261bn, down 20.3% YoY . Based on NKG’s galvanized steel price movements over the last two quarters and published revenue by market, we estimate...
15
July
Steel sector – In-depth – [NONRATED] – Building Momentum
In 5M24, the total sale volume of the steel industry is at 11mn tonnes, +15% yoy. We forecast the industry’s sales volume to maintain positive yoy growth. However, the growth...
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
