Vietnam Enterprise Investments forecasts PVD net profit to roughly double in 2027

• Vietnam Enterprise Investments Limited's NAV fell 3.75% in September 2026, underperforming the VN-Index's 2.9% decline.
• PVS's QatarEnergy contract nearly tripled its backlog to $5 billion; lightly held BSR rallied 18.5%, hurting relative performance.
• The fund added PVD and fertilizer maker DCM; PVD's second-quarter net profit fell 32% year over year, mainly reflecting one-off costs.
• Bank rotation favored TCB and VPB; VPB gained 6.5%, joining MSB among the portfolio's largest contributors.
• KDH fell 15.3%, while VHM lost 5.8% on foreign selling; residential developers reduced the portfolio's absolute return by 0.86 percentage points.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Vietnam Enterprise Investments Limited published the original content used to generate this news brief on October 16, 2026, and is solely responsible for the information contained therein.