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Vietnamese Investing Ideas

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Upside Gold

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
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CA$5.07
FV
75.1% undervalued intrinsic discount
2.7k
users have viewed this narrative
9users have liked this narrative
0users have commented on this narrative
58users have followed this narrative
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Coca-Cola

Coca-Cola’s Enduring Moat in a Health-Conscious World: Steady Compounder Poised for 5-10% Annual Returns Through Emerging Market Dominance

Business Model in Simple Terms Imagine Coca-Cola as the world’s most powerful “thirst quencher” franchise. The company doesn’t bottle most of its drinks—it sells concentrated syrup and branding rights to independent bottlers worldwide.
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US$66.2
FV
21.2% overvalued intrinsic discount
2.96%
Revenue growth p.a.
6.8k
users have viewed this narrative
8users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
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Xero

Xero: Growth Was Priced In — Execution Is Not

Xero is a subscription-based cloud accounting platform serving small businesses across Australia, New Zealand, the UK and the US, with a structurally high gross margin profile. Over the past 12 months, the share price has declined by 57.4%.
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AU$101.56
FV
22.4% undervalued intrinsic discount
17.36%
Revenue growth p.a.
2.4k
users have viewed this narrative
5users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
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Nu Holdings

Nu holdings will continue to disrupt the South American banking market

Two years ago i bought Nu at $11. Now there were two main things which gave me conviction.
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US$64.3
FV
76.4% undervalued intrinsic discount
44.82%
Revenue growth p.a.
5.4k
users have viewed this narrative
27users have liked this narrative
3users have commented on this narrative
47users have followed this narrative
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Sai Gon VRG Investment

SIP Projects Promising Revenue Growth with New Industrial Land Acquisitions

SIP – 2Q2025 Review: Solid Core Operations, Expanding Land Bank 2Q2025 Results: SIP reported revenue of VND 2,100 billion (+10% YoY) and NPAT-MI of VND 309 billion (+3% YoY). For 6M2025 , net profit reached VND 660 billion (+21% YoY).Read more

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41
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
₫33.81k
77.5% overvalued intrinsic discount
vinh_votruong's Fair Value
Revenue
5.77% p.a.
Profit Margin
14.56%
Future PE
10.56x
Price in 2030
₫68.18k
SCS logo
Saigon Cargo Service

We maintain a NEUTRAL recommendation and revise our target price (TP) downward from VND 70,100/share to VND 56,500/share, mainly reflecting

3Q2025 Results: Revenue and net profit reached VND 312 billion (+17% YoY) and VND 204 billion (+10% YoY) , respectively. For 9M2025 , revenue totaled VND 870 billion (+17% YoY) and net profit VND 563 billion (+8% YoY).Read more

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50
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
₫20.46k
174.7% overvalued intrinsic discount
vinh_votruong's Fair Value
Revenue
-9.39% p.a.
Profit Margin
56.74%
Future PE
8.03x
Price in 2030
₫34.15k
TCB logo
Vietnam Technological and Commercial Bank

Vietnam's Urbanization And Digital Transformation Will Fuel Expansion

Key Takeaways Leadership in digital, fee-based, and innovative deposit solutions drives revenue and margin expansion well beyond industry consensus. Strategic positioning in high-growth segments and new financial technologies secures outsized profit and loan growth, leveraging Vietnam's economic transformation.Read more

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23
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
₫48k
30.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
23.05% p.a.
Profit Margin
50.06%
Future PE
10.44x
Price in 2029
₫66.65k
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Vietnam Technological and Commercial Bank

Branch Expansion And Cash Dividend Will Support Banking Diversification Ahead

Key Takeaways Rapid digital transformation, diversification, and Vietnam's economic growth position Techcombank for sustained retail and corporate expansion, improved margins, and greater earnings stability. Regulatory modernization and sector liberalization enable the bank to efficiently capture market share, boost profitability, and strengthen its leadership through innovation and capital deployment.Read more

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72
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
₫42.27k
20.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
21.91% p.a.
Profit Margin
49.28%
Future PE
9.6x
Price in 2029
₫58.68k
TCB logo
Vietnam Technological and Commercial Bank

Digital Disruption And Rising Regulatory Costs Will Erode Profit Stability

Key Takeaways Intensifying digital and foreign competition, as well as fintech disruption, threatens core revenue streams and squeezes margins through higher costs and weaker pricing power. Elevated compliance burdens and concentrated exposure to retail and real estate lending heighten credit and operational risk, potentially undermining profitability and financial resilience.Read more

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16
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
₫29.55k
13.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
26.68% p.a.
Profit Margin
49.04%
Future PE
6.66x
Price in 2029
₫41.74k