MBS Predicts Q2 Profit of 13 Banks: Two Banks See Growth Over 45%, VietinBank Earns Over 11,000 Billion Dong.
Summary
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A summary of the after-tax profit of 13 banks tracked by MBS Research for the second quarter of 2026 is expected to increase around 15% compared to the same period last year. Two banks are expected to see a profit growth of over 45%: Vietcombank and Techcombank.
AI quick analysis
A short investor-focused read on transmission channels, sectors, and near-term watchpoints.
Market Context & Analysis Scope
- The current market is showing positive signals with the Vn-Index reaching 1,863.07 points.
- However, it is still necessary to closely monitor factors affecting the financial market.
Impact mechanism
- When the profits of banks increase, funds will be released, contributing to the appreciation of bank stocks.
- The degree of surprise in the forecast of profit growth of 13 banks is relatively high, but it is based on real data.
- Benefiting or Pressured Industries/Stocks:
- Favorable:
- Banking (VBV, CTG, VCB, TCB, VBB)
- Bank stocks may benefit from the forecast of profit growth of 13 banks.
- Banks such as Vietcombank (VCB), Techcombank (TCB) are forecasted to increase profit growth by over 45%.
Risks to watch
- The risk of inflation and interest rates may affect the profits of banks.
- The risk of the global financial market may also affect the value of bank stocks.
- Short-term Timeframe:
1-2 weeks ahead
- Closely monitor factors affecting the financial market and bank profits.
1-2 months ahead
- Re-evaluate the forecast of profit growth of 13 banks and the impact of risk factors on the financial market.
AI-assisted synthesis only. Not investment advice.
Potentially affected tickers
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Linked through sector exposure; expected market read is positive if the story gets priced in.
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Linked through sector exposure; expected market read is positive if the story gets priced in.
Related through sector linkagePrice: updating
Linked through sector exposure; expected market read is positive if the story gets priced in.
Related through sector linkageSource excerpt
Stored source excerpt from the original article, without rewriting the publication's voice.
The aggregate net profit of banks in the second quarter of 2026 is expected to increase by around 15% compared to the same period last year, according to MBS Research.