Summary of Q1 2026 results and outlook of Binh Dinh Pharmaceutical and Medical Equipment JSC (DBD VN) Net revenue rose 1.6% y/y to VND448bn. Growth was led by kidney dialysis products (+11.8% y/y), minerals, vitamins & supplements (+29.4% y/y), and psychiatric & neurological disorder therapies (+20.5% y/y). Oncology products (+1.5% y/y) and antibiotics (-15.2% y/y) […]
Over the past 12 months, the State Bank of Vietnam has introduced several regulatory updates that point in the same direction: a more resilient banking system, stronger prudential standards, and closer alignment with international frameworks. The first key milestone is Circular 14/2025, which sets a formal roadmap toward Basel III capital adequacy management. Effective from […]
Summary of Q1 2026 results and outlook of Nam Long Investment (NLG VN) The real estate market continued to record an increase in new supply, supported by the ongoing easing of legal procedures. However, supply-demand imbalances persist in major cities, where new launches remain concentrated in the high-end and luxury segments. On the demand side, […]
During the recent high-level engagement between Vietnam and Singapore, VSIP received approvals for five new industrial park projects across the country. With a total site area of over 2,300 ha, these projects will expand VSIP’s network in Vietnam to 26 projects and move it closer to the 30-project target set by the two governments. The […]
Summary of Q1 2026 results and outlook of Phuoc Hoa Rubber JSC (PHR VN) PHR operates two core business lines: (1) rubber plantation and natural rubber sales, and (2) the conversion of plantation land for IP development. Net profit increased 177.4% y/y to VND285bn, mainly driven by the IP segment, where profit rose 4.9x y/y […]
Two recent cases, Becamex IDC and Petrolimex, offer a useful glimpse into Vietnam’s renewed push to improve market structure. The regulatory issue is clear. Public companies are required to have at least 10% of voting shares held by at least 100 non-major shareholders. Becamex currently falls well below this threshold, with only 4.56% of charter […]
Summary of Q1 2026 results and outlook of DHG Pharmaceutical JSC (DHG VN) Net revenue reached VND 1,198bn (+0.3% y/y), with owned products (91.0% of revenue) remaining flat (+0.1% y/y), mainly reflecting a change in accounting treatment whereby promotional items are no longer recognized as revenue. On a like-for-like basis, underlying revenue grew by 3.4% […]