Vietnam Banks: resilient 2025 earnings, more selective growth in 2026, with valuation reset opening opportunities In 2025, Vietnam’s listed banks delivered solid earnings growth with aggregate pre-tax profit (PBT) among the 15 largest lenders rose 15.3% y/y, sustaining a 17.6% sector ROE—well above the 9–11% range seen across most regional markets. The performance was supported […]
Summary of FY 2025 results and outlook of Quang Ngai Sugar JSC (QNS VN) 2025 revenue rose 3.2%, as strong growth in plant-based beverages (in which 93% is soya milk), offset weaker sugar performance. Revenue from plant-based beverages increased 15.1% y/y, driven by a 3.5% rise in sales volume, a 4.0% increase in average selling […]
Authorities in Danang city have approved investors for the nearly VND45.27 trillion ($1.72 billion) Lien Chieu container port project, marking a major step toward developing a new international gateway port in central Vietnam. Danang’s Deputy Chairman Le Quang Nam has signed a decision approving the investor selection for the comprehensive construction of Lien Chieu container […]
Vietnam’s chain coffee has secured a position among Southeast Asia’s leading market, ranking third by value at an estimated 725 million USD and posting one of the region’s fastest growth rates at 27%. A recent report by Momentum Works shows that Southeast Asia’s modern tea and coffee market expanded to 9.9 billion USD in 2025, […]
Summary of FY 2025 results and outlook of Phuoc Hoa Rubber JSC (PHR VN) PHR operates two core business segments: (1) rubber plantation and natural rubber sales, and (2) conversion of plantation land for IP development. In 2025, net profit rose by 10.2% y/y to VND532 bn, supported by contributions from both segments. The IP […]
Summary of FY 2025 results and outlook of DHG Pharmaceutical JSC (DHG VN) Effective execution amid structural changes in the pharmacy channel. The segment underwent a period of notable transition in 2025, driven by new tax and e-invoicing requirements, alongside stricter enforcement against counterfeit drugs. These changes disrupted operations at traditional pharmacies—DHG’s core customer base. […]
The new facility will manufacture large power transformers mainly for High-Voltage Direct Current (HVDC) projects, complementing GE Vernova’s existing HVDC transformer manufacturing facilities in Stafford, the UK, and India, etc… GE Vernova Invests $200M in Vietnam Energy Infrastructure At the inaugural Energy of Change Summit held in Hanoi on March 10, GE Vernova announced that it […]