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 April 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in April 2026 Vietnam’s Economy Two months after the onset of the […]
Summary of Q1 2026 results and outlook of Techcombank (TCB VN) Net profit grew 15.6% y/y, bolstered by solid credit growth and a notable acceleration in contributions from fee income. Total credit expanded 20.0% y/y driven by a continued shift toward the retail segment, focusing on higher-yield products and smaller ticket sizes to enhance diversification. […]
Summary of Q1 2026 results and outlook of VPBank (VPB VN) Net income surged 60.9% y/y off a low base, supported by strong credit expansion and robust fee income, while asset quality remained resilient. Total credit expanded by 44.0% y/y, enabled by higher credit quotas following its participation in restructuring a weak bank and led […]
Summary of Q1 2026 results and outlook of Binh Minh Plastics JSC (BMP VN) Net revenue increased 5.4% y/y to VND1,457bn, driven by higher blended selling prices from a greater contribution of PVC fittings (residential) and HDPE (infrastructure), despite modest volume growth of 1.0% y/y. Gross profit margin expanded to 47.2% (+4.5ppt y/y), reflecting low-cost […]
