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COMPANY RESEARCH
Techcombank (TCB VN) – Q3 2026 – Credit Growth and Fees Lift Profit
November 12, 2026

Summary of 9M 2026 results and outlook of Techcombank (TCB VN) Net profit rose 21.3% y/y on solid credit expansion, gradual margin recovery and a stronger contribution from fee income. Total credit grew 19.4% y/y, led by corporate lending on infrastructure-related financing demand from major national projects and strong demand across trading and manufacturing sectors. […]

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FPT Corporation has commenced trial operations at Vietnam’s first domestically owned semiconductor chip testing and packaging plant in Bac Ninh, marking an important step in developing local capabilities in advanced manufacturing. Located in Yen Phong II-C Industrial Park, the facility features: 6 production lines, with a designed capacity of 300 million chips annually. 1,600 sqm […]

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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 October 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in October 2026 Vietnam’s Economy Vietnam expanded its FTA network to 18 […]

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Vietnam welcomed 19.5 million international visitors in the first 10 months of 2026, up 13.8% y/y, reaching 78% of its full-year target of 25 million visitors. Asia remained the largest source market, accounting for nearly 75% of total arrivals (14.6 million visitors). China led with 4.4 million visitors, followed by South Korea (3.4 million) and […]

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Taiwanese electronics giant Lite-On Technology has approved an additional $320 million investment in Vietnam to expand production capacity, supported by growing global demand for cloud computing and AI infrastructure. The investment will be allocated across two subsidiaries: 📍 Quang Ninh: $210 million for Lite-On Technology Vietnam, which is developing a major manufacturing complex at Song […]

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On October 22, 2026, during General Secretary and President Tô Lâm’s visit to Brussels, Vietnam and the European Union reaffirmed their commitment to expanding economic cooperation, building on their Comprehensive Strategic Partnership established in January 2026. The discussions focused on several strategic priorities, including critical minerals, advanced technologies, renewable energy, infrastructure and deeper integration into […]

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Vietnam’s e-commerce market continues to expand strongly, with gross merchandise value (GMV) reaching VND411.8 trillion (US$15.9bn) in 9M/2026, up 22% y/y, according to YouNet ECI. Growth picked up to 27% y/y in Q3, compared with 19% in H1/2026. Beyond the headline growth, three trends are particularly noteworthy: TikTok Shop is rapidly challenging Shopee’s dominance. TikTok […]

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