Turicum Investment Management AG (TIM) is an independent advisory firm founded in 1999. The company is licensed as a portfolio 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 May 2025. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in May 2025 Vietnam’s Update – Economy Vietnam continued to strengthen its […]
Summary of Q1 2025 results and outlook of VPBank (VPB VN) Net income rose 9.1% y/y, driven by strong credit expansion and sustained improvements in asset quality. Total credit surged by 21.9% y/y, driven by strong corporate lending across diverse sectors, as well as robust mortgages and margin lending. Net interest margin (NIM) contracted slightly […]
Summary of Q1 2025 results and outlook of Phuoc Hoa Rubber JSC (PHR VN) PHR operates two main business segments: rubber plantations and IP development. The rubber segment is its traditional business, generating most of the revenue and stable annual profits. Meanwhile, the IP segment has become the key earnings driver, mainly through the conversion […]
If you’ve ever had a bowl of phở in Hanoi’s Old Quarter, chances are you paid in cash or made a quick bank transfer to a personal account. There’s no receipt, no mention of a company name—just a delicious meal and a simple, familiar way of doing business. Behind that simplicity, though, lies a broader […]
