TPS says that although market-wide after-tax profit rose 49.2% in the first half of 2026, many stock groups are still valued below their historical averages. Specifically, P/E for domestic retail and food-beverage stocks is about 58% and 25% below their 5-year averages, IT stocks trade at a 35–40% discount, and banks have a P/E of 8.52, 14–16% below historical levels. VN-Index trades at a P/E of 12.05, about 21% below its 10-year average. TPS outlines three October scenarios: a base case with 50% probability of consolidating around 1,715–1,785 points, a positive case with 20% probability aiming for 1,870 points, and a negative case with 30% probability that could see a drop to 1,660 points, with a stock-cash allocation of 60/40 suggested in the base case.
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Original headline: Đón sóng KQKD quý 3, CTCK chỉ ra loạt nhóm cổ phiếu đang được định giá rẻ bất ngờ
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