Turicum Investment Management AG (TIM) is an independent advisory firm founded in 1999. The company is licensed as an investment manager and supervised by the Swiss Financial Market Supervisory Authority (FINMA).
By fostering a culture of discipline, openness, and transparency, we have become a trusted partner for investors. We provide a variety of solutions to capture emerging trends and early recognition investment opportunities.
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 2025. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in October 2025 Vietnam’s Update – Economy Vietnam entered the final quarter […]
Summary of 9M 2025 results and outlook of Techcombank (TCB VN) Net profit grew moderately by 2.5% y/y, as robust credit expansion and solid asset quality improvement was offset by sharp margin contraction. Total credit expanded by 22.0% y/y, supported by strong momentum in the real estate market, which continued to drive strong financing demand […]
Vietnam’s digital economy is on track to hit USD 39 billion by the end of 2025, reflecting a 17% growth from the previous year. According to the e-Conomy SEA 2025 report released on November 25 by Google, Temasek, and Bain & Company, Vietnam ranks as the second-fastest-growing digital economy in Southeast Asia. All major sectors […]
Summary of 9M 2025 results and outlook of Binh Minh Plastics JSC (BMP VN) Net revenue reached VND4,224bn (+18.5% y/y), driven by an 18.1% increase in sales volume as Vietnam’s broader economic activities and construction sector strengthened. BMP sold ~71,000 tons (PVC: ~92%; HDPE: ~5%; PPR: ~3%). Gross profit margin (GPM) rose to 45.8% (vs. […]
