Pinetree forecasts 2027 profit growth of about 34% for insurance, 18% for industrial parks and 7% for technology, while securities profit may fall 19%. Banks account for about 45% of projected 2026 listed profit, with profit at 27 listed banks expected to rise 12.6% in 2026 before slowing to 4.9% in 2027 as funding costs climb following recent deposit rate increases. Oil and gas, fertilizer and mining, whose profits were boosted by commodity prices in 2026, are forecast to see profit fall about 30%, 29% and 24% respectively. On foreign capital, foreign investors had net sold over 98,300 billion VND through September 2026, and Pinetree expects this trend to continue in Q4 2026 and early 2027.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Dự báo bất ngờ về lợi nhuận nhóm chứng khoán, dầu khí, phân bón trong năm 2027
Related tickers and likely impact
BSI
▲ Likely positiveBIDV Securities
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Financial Services |
| Industry | Investment Services |
| Market cap | 7,071 bn VND |
| P/E | 13.5 |
| P/B | 1.24 |
| Close on 10/15/2026 | 25.40 |
| Change that session | +6.95% |
BSR
▲ Likely positivePetrovietnam Refining and Petrochemical
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Oil & Gas |
| Industry | Integrated Oil & Gas |
| Market cap | 141,957 bn VND |
| P/E | 7.1 |
| P/B | 1.94 |
| Close on 10/15/2026 | 28.20 |
| Change that session | -6.31% |
DCM
▲ Likely positiveCamau Fertilizer
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Chemicals |
| Industry | Specialty Chemicals |
| Market cap | 17,947 bn VND |
| P/E | 6.9 |
| P/B | 1.72 |
| Close on 10/15/2026 | 33.90 |
| Change that session | -0.59% |
DGC
▲ Likely positiveDucgiang Chemicals
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Chemicals |
| Industry | Commodity Chemicals |
| Market cap | 12,457 bn VND |
| P/E | 5.9 |
| P/B | 0.97 |
| Close on 10/15/2026 | 32.75 |
| Change that session | +0.46% |
DPM
▲ Likely positivePetrovietnam Fertilizer and Chemicals
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Chemicals |
| Industry | Specialty Chemicals |
| Market cap | 14,414 bn VND |
| P/E | 8.1 |
| P/B | 1.40 |
| Close on 10/15/2026 | 21.20 |
| Change that session | -0.70% |
FTS
▲ Likely positiveFPT Securities
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Financial Services |
| Industry | Investment Services |
| Market cap | 7,089 bn VND |
| P/E | 16.8 |
| P/B | 1.60 |
| Close on 10/15/2026 | 18.70 |
| Change that session | +3.89% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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