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COMPANY RESEARCH
Binh Minh Plastics (BMP VN) – Q4 2025 – Record Profits, Strong Volume Growth Despite Cost Normalization
February 10, 2026

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% […]

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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 January 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in January 2026 Vietnam’s Economy Please recall that Vietnam had a long […]

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Vietnam and the European Union are set to take their relationship to a new level, with plans to elevate ties to a Comprehensive Strategic Partnership — making Vietnam the first ASEAN country to reach this highest level of partnership with the EU. Notably, this will become Vietnam’s 15th Comprehensive Strategic Partnership, and the 8th established […]

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Food safety and environmental compliance in Vietnam have long been underestimated, with issues often surfacing briefly before fading from attention. What feels different now is the breadth and persistence of enforcement across both areas. On the food side, a wider range of violations has been uncovered, with many non-compliant producers and distributors forced to suspend […]

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Summary of 9M 2025 results and outlook of VPBank (VPB VN) Net income surged 43.6% y/y, as credit expand at doubled the market pace. Total credit grew 39.5% y/y, supported by broad-based growth across both corporate and retail segments. A large part of this growth was driven by strong activity in capital market–related and asset-based […]

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Vietnam’s pharmaceutical market is maintaining steady annual growth of 6-8%, with total market value projected to rise from about $2.7 billion in 2015 to around $8 billion by 2026, making the country one of Asia’s fastest-growing drug markets, the Drug Administration of Vietnam (DAV) reported. The country currently has 67 companies exporting pharmaceuticals and drug […]

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Summary of 9M 2025 results and outlook of TNH Hospital Group (TNH VN) Comprehensive restructuring under the new Board: Since taking office in June 2025, the new Board has undertaken a comprehensive reassessment of TNH’s operations, investment plans, and organizational structure. A refreshed Board now benefits from significantly enhanced oversight capabilities, supported by the appointment […]

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