We believe that high-quality research is one of the best ways to ensure that our clients meet their investment goals. The role of the equity research team is to provide our clients with insightful, thoroughly researched investment ideas. Our research is founded on strong local knowledge, unparalleled domain expertise, and alpha generation.

Our equity research differs from that of many of our peers in that no attempt is made to generically cover companies simply by size. Instead, we believe that superior research on select companies within well-defined industries is preferable to broad general coverage. By limiting the number of sectors we follow, we can understand them better and provide clients with in-depth, value-added, and actionable research. We have selected and follow only those industries that have above-average growth prospects bearing in mind the current stage of development of Vietnam; the thesis being that investing in superior companies within these industries will generate above-average returns over the long term.

Mekong Securities’ team of highly experienced equity analysts focuses on companies within six primary sector groups:
    •  Consumers
    •  Telecom
    •  Industrials
    •  Real Estate
    •  Infrastructure
    •  Bank and Insurance

Our research platform addresses verticals that comprise almost two-thirds of the combined HOSE and HNX total capitalization.

Our fundamental research is further complemented by the work of our market technicians and quantitative analysts who filter market noise and generate daily commentaries.

Mekong Securities Conferences and Webinars

Our analysts also host industry conferences and webinars highlighting sectors and companies they cover. In addition to analysts’ perspectives and insight these events provide our clients with direct access to company executives.