According to the insights shared by Shinhan Securities Vietnam, the Q1 2025 financial results indicate a notable recovery across various sectors, especially in real estate, retail, and food industries. However, profit polarization between enterprises and sectors remains strong. It’s important to note that the impact of retaliatory tax measures from the US is not yet fully reflected in the companies’ post-tax profits for this quarter.
The recent annual general meetings provided investors with a glimpse into the financial landscape of Q1, along with business plans and strategies to navigate global trade tensions in 2025. The performance of different industries will undoubtedly present a mixed picture, offering investors an opportunity to restructure their portfolios and seek investment opportunities in enterprises with strong growth potential and adaptability in a world full of uncertainties.
Vietstock LIVE Episode 18, themed “Highlighting Q1 2025 Financial Results,” will paint a comprehensive picture of the financial health of listed companies in the past period, highlighting key aspects for investors to consider when assessing enterprises’ financial well-being. The program will also analyze sectors with potential for breakthroughs, aiding investors in formulating rational capital allocation plans and portfolio restructuring strategies to maximize profits.
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Vietstock LIVE is an in-depth online dialogue series, bringing together leading experts in economics and finance to discuss and analyze pressing issues impacting the market. The program goes beyond explaining macroeconomic and microeconomic events and trends, delving into how these dynamics affect the investment strategies of individuals and organizations.
Moderating the program is Mr. Nguyen Quang Minh, CMT Charterholder, Member of the MTA, and Director of Research at Vietstock. With nearly 20 years of experience in analysis and investment in the Vietnamese stock market, Mr. Minh offers invaluable insights.
Joining the discussion is Mr. Le Duc Tien, Senior Analyst at Shinhan Securities Vietnam, who brings with him 5 years of experience in consulting and investing in the Vietnamese stock market.
The livestream of Vietstock LIVE Episode 18, themed “Highlighting Q1 2025 Financial Results,” will be aired at 3 PM on Friday, May 9, 2025, on the Vietstock Fanpage, YouTube Channel, and the Shinhan Securities Vietnam Fanpage. Investors are invited to tune in.
– 14:45 05/07/2025
SSI Research: Positive Trade Negotiation Developments to Spur Market Recovery
The SSI Securities Analysis Department’s strategic report highlights the need for positive developments in trade negotiations to sustain the market’s recovery momentum. The current blended P/E ratio remains low, and the estimated one-year market yield is attractive compared to deposit interest rates.
Profitable Growth – Masan’s Strategy for 2025 Acceleration.
Masan Group, a leading Vietnamese conglomerate, recently shared its impressive first-quarter results for 2025 with investors, along with its ambitious plans for the future. The company is gearing up to accelerate its digital transformation strategy this year and is targeting a substantial profit growth of VND 6.5 trillion for the year.
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