In its Q4 2026 strategy report, BIDV Securities (BSC) prioritises three sectors that benefit from domestic growth and have cheap or reasonable valuations: banking, retail and building materials. Building materials was upgraded on expectations of stronger public investment disbursement in Hanoi and Ho Chi Minh City, with sector profit forecast to grow about 22% in 2027. Hòa Phát (HPG) has a target price of 32,700 VND, implying 60% upside, with profit expected to rise 81% in 2026 and 17% in 2027. Among banks, BSC picks Vietcombank (VCB), MB (MBB) and VPBank (VPB), while in retail, Thế Giới Di Động (MWG) is rated attractive with a forward 2027 P/E of about 8.7 times and a target price of 102,500 VND (39.6% upside). Separately, FPT is viewed positively as new contract signings rose 28% in the first nine months of 2026.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: CTCK chỉ ra ba nhóm cổ phiếu có định giá rẻ, kỳ vọng "bay cao" năm 2027
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VNINDEXbanksretailpublic spendingbuilding materials
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Related tickers and likely impact
VNINDEX
▲ Likely positiveRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/19/2026 | 1,689.84 |
| Change that session | -0.94% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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