The Vietnamese government is undertaking a massive institutional overhaul of its public school network—slashing administrative units by 30% to 50% by late August 2026 and eliminating over 11,000 redundant school-level management structures. The most notable outcome? 11,000 principals and vice principals are being reassigned to full-time classroom teaching. Why this restructuring matters for public sector […]
Summary of H1 2026 results and outlook of Techcom Securities (TCX VN) Total operating income (TOI) increased by 15.8% y/y, led by investment banking (IB) and margin lending, which together make up around 76% of TOI. Margin lending (41% of TOI) rose 68.2% y/y, supported by a larger average lending balance following last year’s IPO […]
Data from EVNNPC shows that in H1 2026 alone, 8,500 new self-consumption rooftop solar systems were installed across 17 northern provinces—exceeding government development targets by 67%. Total capacity in the region has now crossed 718 MW across 10,000+ installations. What’s driving this accelerated deployment? Grid Resilience & Peak Shaving: Peak summer cooling demand coincides directly […]
Summary of H1 2026 results and outlook of Techcombank (TCB VN) Net profit increased 18.7% y/y, supported by solid credit expansion and a stronger contribution from fee income. Total credit grew 25.1% y/y, partly reflecting a temporary build-up in corporate bond holdings from bonds underwritten by securities subsidiary TCX that had yet to be distributed […]
Since the first major inspection of the gold industry in May 2024, we have seen a series of measures that, on the surface, may appear unrelated: Gold purchases above VND20mn must be paid via bank transfer. • Authorities stepped up inspections of gold and jewelry companies. • Crackdowns targeted gold smuggling and the use of […]
Summary of H1 2026 results and outlook of Binh Minh Plastics JSC (BMP VN) Net revenue edged up 3.2% y/y to VND2,777bn in H1/2026, as BMP’s ~15% end-March selling-price increase outweighed a 4.0% decline in sales volume. Gross margin expanded 2.4ppts y/y to 47.0%, while sharply lower Q2 promotional spending lifted net profit 8.8% y/y […]
Vietnam recycles over 3.5 million tonnes of waste paper annually, providing a vital source of raw materials for packaging paper—a sector seeing surging demand driven by e-commerce, logistics, and the shift away from plastic. However, an unexpected barrier is holding back domestic recycling: tax and regulatory bottlenecks that disadvantage local collection compared to imports. According […]