Quarterly Financial Statements
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22/04
Year 2026
DCM – Key takeaways from DCM’s AGM – AGM Note
DCM sets a more cautious 2026 business plan, with NPAT expected to decline 39.8% YoY, reflecting concerns over a volatile global market. DCM reported 1Q26 PBT surged 93% YoY, driven by favorable exports and gross margin expansion. The AGM approved…
21/04
Year 2026
VHM – Impressive 2026 guidance and dividend policy – AGM Note
VHM guided for FY26 total revenue of VND285tn (USD11mn; +86% YoY) and NPAT of VND60tn (USD2.3mn; +38% YoY), supported by a substantial handover backlog at end-2025 and solid progress in bulk sales transactions across existing projects. Regarding FY2025 profit distribution,…
21/04
Year 2026
PVD – PVD’s key AGM takeaways – AGM note
PVD set conservative guidance for 2026 with revenue growth remaining flat YoY while NPAT decreases 24% YoY. 1Q26 pre-tax profit is estimated at VND400bn (USD15.2mn), fulfilling 37% of FY26 guidance and 22% of our full-year forecast. Despite energy transition trends,…


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