| Title | Equity 360 | STRATEGY REPORT Q2.2026: A NEW ERA OF GROWTH – THE GREAT WAVE TRANSFORMATION |
|---|---|
| Report Type | Phân tích ngành |
| Source | BSC |
| Bussiness | HOSTC |
| Detail |
Date : 01/04/2026 Total pages : 0 Language : English File Type : .PDF FileSize : 9060 Kb Download: 0 Download |
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| Short Content |
Dear Valued Investors, BSC is pleased to present our Q2/2026 Strategy Report: A NEW ERA OF GROWTH – THE GREAT WAVE TRANSFORMATION. Q2/2026: Adapting to Volatility – Capitalizing on Market Upgrade Opportunities Market Upgrade & Valuation
Investment Strategy: Prioritize sectors with strong domestic foundations and attractive valuations (Banking, Retail), while selectively increasing weight in industries directly benefiting from energy conflicts and supply shocks (Fertilizers, Oil & Gas, Maritime Transport). "INSTITUTIONAL OVERHAUL" – THE INNOVATION 2.0 ERA Following the success of 2025—a pivotal year with a record volume of laws and decrees issued—Q2/2026 shifts focus to the stage of synchronized and rapid implementation. The highlight is the application of specific mechanisms such as Decree No. 20/2026/ND-CP on private sector development, creating a complete legal foundation to maximize resources for key development programs. BOOSTING FISCAL POLICY – ACCELERATING THE PUBLIC INVESTMENT SUPER-CYCLE Public investment continues to be affirmed as the main engine driving GDP growth toward the 10% target in 2026.
We invite investors to download the Q2/2026 Strategy Report to explore our Top 15 recommended stocks (including typical tickers such as: HPG, TCB, MWG, PVS, DCM, PNJ...). BSC wishes our investors a highly effective, lucky, and successful investment quarter! Sincerely, BIDV Securities Joint Stock Company (BSC) |