Outlook for 1Q26 earnings
In 1Q26, MBS estimated that earnings across the overall market would post strong yoy growth of approximately 25%. However, this growth is unlikely to be broad-based,...
In 1Q26, MBS estimated that earnings across the overall market would post strong yoy growth of approximately 25%. However, this growth is unlikely to be broad-based,...
The post-Tet period often presents attractive opportunities for investors in the following months.
According to Ms. Vu Ngoc Linh, Head of Research at VinaCapital, corporate earnings of listed companies are expected to grow by 18% in 2026.
Vietnam’s stock market continued to set new historical milestones in the first days of January, with the VN-Index reaching a newly established peak of 1,877.33 points,...
Vietnam’s exports to the US reached an all-time high in the first ten months of the year, surpassing the full-year value of 2024. Strong gains in electronics, textiles...
The overall earnings landscape of listed companies across sectors in Q3/2025 showed clear divergence, with several unexpected developments.
In 3Q25, the net profit of the covered listed banks is expected to increase 22% year over year, driven by steady loan growth.
Listed real estate developers under MBS’s coverage are expected to report 3Q2025 earnings recovering from last year’s low base, supported in some cases by financial...
Petro Viet Nam Ca Mau Fertilizer JSC (HoSE: DCM)’s medium-term growth outlook is fueled by: (1) a 25% capacity expansion in the urea segment, (2) an increase in NPK...
According to Dr. Đinh Thế Hiển and the VFA Group Research Team, Vietnam’s stock market posted a strong rally at the beginning of Q3/2025, building on the...
Several banks have begun to announce extraordinarily remarkable profit growth figures, against a backdrop of roughly 10% credit growth across the banking sector.
According to MBS Securities, the earnings growth of the banking and real estate sectors in Q2/2025 is looking much more optimistic than other industry groups.
Earnings of listed companies on the Vietnam stock market could grow by 14% YoY in 2Q25, despite ongoing pressures from geopolitical tensions and tariff-related...
On April 18, 2025, Imexpharm announced Q1 business results, reporting net revenue of VND 594 billion and profit before tax of VND 95 billion, up 21% and 23%...
MBS forecasted overall market earnings could see a 17% yoy growth in 1Q25, from a gradually increasing base, supported by a low-interest-rate environment and the...
Thanks to a strong increase in other incomes, PVS’s Q4 2024 profit exceeded its full-year profit target for 2024.
Bank stocks will deliver a strong performance again this year, partly because sector-wide bank earnings growth is expected to accelerate from 14 per cent in 2024 to 17...
MBS forecasts that the overall market earnings may maintain the growth momentum and increase by 19.5% YoY in 3Q24, supported by a low-interest rate environment, a sharp...
MBS forecasts that aggregate market net profit would rise by 9.5% year on year in Q2 2024, aided by a low base from the same time last year, as well as moderate...
The rise in credit cost and slowed growth of total operating income (TOI) may drive net profit of Asia Commercial Joint Stock Bank (HoSE: ACB) in FY24 to rise 4.9% YoY,...
Due to challenging business conditions and high deposit interest rates earlier this year, many companies were quick to increase their deposit amounts to earn interest.
Listed companies’ earnings growth is expected to recover from zero last year to 10-15 per cent this year, but with a wide variation between sectors, according to Michael...