Vietnam Healthcare Sector February 2026
Vietnam’s healthcare sector is in the midst of an expansion phase, with the market projected to nearly double by 2030, supported by an aging population, rising income levels, and accelerating healthcare privatization. The report examines the undercapacity of public hospitals, the policy targets to raise the number of private beds, notable M&A activity, and a fast-growing medical tourism market targeting $4B by 2033.
Saigon Equities Forum
Feb 26
Masan Group Corp Equity Report
Masan’s recent capital injections from private equity and banking partners have accelerated nationwide expansion at WinCommerce (WCM) and Phuc Long (PHL), strengthening the group’s long-term growth strategy. At the same time, Masan Consumer (MCH) delivered a solid earnings beat in 4Q2025, reinforcing expectations for improved returns from 2026 onward after a rocky consumer retail market and changing spending habits. In our newest Equity Report, we initiate an Overweight ratin
Saigon Equities Forum
Feb 7
SBV Note: FX Stabilisation Sacrifices
Vietnam welcomes the Horse Year with a strong domestic demand, but with the attached vulnerability of external macro conditions. A report from our Macro Analyst Tue studies the State Bank’s prioritization of FX stability over targeting inflation amid concerns of credit dependence and global financial conditions, and the trade-offs associated with it.
Minh Tue Hoang
Feb 4
Vietnam Oil & Gas Industry Brief
Vietnam’s energy landscape is entering a new era of potential growth. While an offshore oil discovery signals upstream potential, declining domestic production, maturing gas fields, and rising LNG needs are converging with rapidly expanding electricity demand driven by industrial growth. Under the revised PDP8, energy demand is projected to grow ~10% annually through 2030, underscoring the urgency of infrastructure expansion and long-term supply security. Our Vietnam Energy I
Jay Chang
Jan 25
