ETFs Monitor in 2Q24
Recently, HSX announced updated component securities (including change in component stocks and calculation factors) in the VN30 Index, VNDiamond...
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Stock Recommendations (Vietnam Market) - October 2023
JSCB for Investment and Development of Vietnam (BIDV), formerly known as Bank for Construction of Vietnam under the MoF, was established in 1957.
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The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Nam Long Investment Corporation (NLG VN) - Gross Margin Boost from Izumi & Southgate
Nam Long Investment Corporation (NLG) reported FY22 revenue of VND4,339n (-17% YoY) and NPAT of the parent of VN556bn (-48% YoY).
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Industry Report - Real estate - Negative - Waiting for a solution
2022 was a challenging year for the real estate industry, as both demand and supply recoveries were weaker than we anticipated.
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