Dutch semiconductor equipment manufacturer BE Semiconductor Industries N.V. (Besi) is considering a $1 billion investment in Vietnam as part of its broader global expansion in semiconductor manufacturing infrastructure. In its 2025 annual update, the company said it plans to allocate about $100 billion globally toward semiconductor fabrication facilities and related supply chain development, including $1 […]
We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for February 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in February 2026 Vietnam’s Economy Please recall that Vietnam had a long […]
Summary of FY 2025 results and outlook of Techcom Securities (TCX VN) TCX delivered strong results in 2025, with total operating income (TOI) rising 44.7% y/y, supported by solid growth across all major business lines. The company maintained its dominant 38% share in corporate bond issuance, with revenue from investment banking increasing 50.1% y/y. Treasury […]
Vietnam is projected to add approximately 300,000 new jobs in Q1 2026, driven largely by renewed hiring in the manufacturing sector as production accelerates after the Lunar New Year holiday, according to the latest bulletin from the Ministry of Home Affairs. By the numbers: * Total employment is expected to reach around 53 million people […]
Summary of FY 2025 results and outlook of VPBank (VPB VN) Net income surged 0% y/y, bolstered by accelerated credit expansion alongside solid performance across diversified income streams. Total credit expanded 35.3% y/y, led by robust corporate lending, while the retail segment started catching up in the 4th quarter. By economic sector, credit growth was […]
Summary of FY 2025 results and outlook of Techcombank (TCB VN) 2025 marked a pivotal strategic year for TCB, reaffirming its ability to anticipate and position ahead of emerging growth trends. The bank advanced its strategy of diversifying away from real-estate developer lending, shifting toward a broader retail-consumer mix across credit cards, home-equity loans, auto […]
Summary of FY 2025 results and outlook of Binh Minh Plastics JSC (BMP VN) Net revenue reached VND5,510bn (+19.4% y/y), driven by a 19.8% increase in sales volume as Vietnam’s broader economic activities and construction sector strengthened. BMP sold ~93,500 tons (PVC: ~90%; HDPE: ~5%; PPR: ~4%; others 1%). Gross profit margin rose to 46.1% […]