Strategic Dialogue with Listed Companies Ahead of the Market Upgrade at the Investment Seminar 2026

16-06-2026

As Vietnam’s stock market moves closer to a long-anticipated upgrade milestone, how will global capital flows reposition? Which growth narratives will be compelling enough to attract and retain major institutional investors?

With the aim of supporting investors in shaping their investment mindset and optimizing portfolio structures for a new cycle, RongViet Securities is pleased to host the Investment Seminar 2026: “Riding The Market Upgrade Wave – Striding Into A New Growth Cycle”.

A key highlight of the event is the strategic dialogue session with listed companies, featuring Asia Commercial Joint Stock Bank (ACB), Gemadept Group Corporation (GMD), PetroVietnam Transportation Corporation (PVT), and Vinamilk (VNM) — leading representatives of key sectors in the economy, including banking, port & logistics, energy transportation, and consumer staples.

This presents a valuable opportunity for investors to engage directly with corporate representatives, gaining first-hand insights into sector outlooks, growth strategies, risk management capabilities, and how these companies are preparing for macroeconomic uncertainties in the new cycle.

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Revisiting ACB: Sustainable Growth Strategies in the New Cycle

Ahead of the anticipated market upgrade, the market is witnessing increasing divergence as smart capital flows begin to favor companies with strong financial fundamentals and sustainable growth prospects. In this context, the banking sector once again reaffirms its leadership role—not only as a key driver of economic growth but also as a focal point for foreign institutional investors. As such, understanding how banks operate and manage risks has become essential for shaping investment strategies in the current phase.

From this perspective, RongViet Securities’ Investment Seminar 2026 is pleased to welcome back Asia Commercial Joint Stock Bank (ACB) as a participating listed company. This continued partnership is expected to bring in-depth insights from an institution that has consistently demonstrated stable growth across economic cycles.

Key Discussion Topics:

At the seminar, Mr. Nguyen Viet Nam, Head of Investor Relations at ACB, will engage directly with investors to address key issues of interest, including:

Following the market upgrade milestone, how does ACB assess its ability to capture capital inflows from foreign funds actively seeking fundamentally strong companies?
Amid rising system liquidity pressures and fluctuating interest rates, how does the bank balance credit growth while safeguarding net interest margins (NIM) and asset quality?
In the face of tariff risks and global trade volatility, how does ACB evaluate the impact on its corporate client segments (FDI, industrial real estate, import-export), and are there any adjustments to its risk appetite over the next 12–24 months?

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A representative of ACB previously attended the Investment Seminar 2025

Insights from ACB will provide investors with greater clarity on how credit flows operate within the banking system, thereby enhancing their perspective on this key sector ahead of the market upgrade

Asia Commercial Joint Stock Bank (ACB), one of Vietnam’s leading private joint-stock commercial banks, focuses on the retail and SME segments, pursuing a sustainable growth strategy underpinned by a prudent risk management philosophy.

Decoding the Appeal of Vinamilk – the "Dairy Industry Giant"

As the prospect of a market upgrade becomes increasingly tangible, market attention is turning to the reallocation of capital by major institutional investors. In this context, any portfolio positioned to capture the next growth cycle would be incomplete without the consumer staples sector—companies with strong market share, stable cash flows, and the resilience to sustain operational efficiency amid macroeconomic uncertainties.

At the Investment Seminar 2026, RongViet is pleased to introduce the first-ever participation of Vinamilk, a leading representative of this sector.

Key Discussion Topics:

Through the panel discussion, Ms. Vu Thi Minh Nguyet, Chief Financial Officer of Vinamilk, will engage directly with investors on several key issues:

Can the consumer and retail sector—particularly the dairy industry—emerge as a compelling investment theme to attract foreign capital in the context of a market upgrade?
What core strengths enable Vinamilk to safeguard its profit margins amid volatility in logistics costs, input material prices, and export markets?
Should ESG be viewed as a compliance burden or as a long-term competitive advantage for the dairy industry and for enterprises individually?

The presence of this industry leader not only offers practical, real-world perspectives but also enables investors to reassess the role of the consumer sector within portfolio allocation in the new cycle.

Vietnam Dairy Products Joint Stock Company (Vinamilk – VNM) is a national champion in the consumer staples sector, leading the industry with a strong market position and outstanding operational capabilities, as demonstrated by:

Extensive scale and nationwide brand reach: Ranked No.1 dairy manufacturer in Vietnam (according to Euromonitor) and among the Top 36 largest dairy companies globally by revenue, Vinamilk enjoys strong brand recognition and an extensive distribution network across the country.
Effective cost management and stable profit margins: Leveraging economies of scale to optimize operations, Vinamilk maintains operational efficiency and a solid financial foundation even amid fluctuations in market demand.
Resilience and long-term growth potential: In Q1 2026, the Company recorded robust business performance, with net profit reaching VND 2,458 billion (+54.9% YoY), underscoring its strong internal momentum to achieve long-term strategic objectives.

Capturing Foreign Capital Flows with Gemadept Group Corporation Ahead of the Market Upgrade

As a critical gateway for international trade flows, supported by a modern deep-sea port system, Gemadept Group Corporation (GMD) has consistently been on the radar of major institutional investors in the lead-up to Vietnam’s anticipated market upgrade.

At the Investment Seminar 2026, RongViet is pleased to welcome the participation of GMD, represented by Mr. Nguyen Hoang Anh, Head of Investor Relations.

Key Discussion Topics:

Amid new tariff pressures and risks of weakening macro demand, what strategies will GMD adopt to safeguard profit margins while capitalizing on supply chain reconfiguration trends?
As port capacity expands, how does management assess breakout opportunities from Gemalink and Nam Dinh Vu, particularly in the strategic shift toward higher-value international transshipment cargo?
In order to attract foreign capital ahead of Vietnam’s market upgrade and achieve a targeted compound annual profit growth of 15% (2026–2030), what key initiatives will GMD prioritize to enhance its appeal to global investment funds?

Gemadept Group Corporation (GMD) is a long-established player in Vietnam’s port and logistics industry, with over three decades of shaping trade flows. Backed by an extensive infrastructure network, the Company continues to execute strategic initiatives to adapt to the evolving market landscape:

Integrated Port–Logistics ecosystem: Operating a nationwide port network spanning from North to South, directly connected to key international shipping routes.
Proactive expansion of large-scale capacity: Completing Phase 3 of Nam Dinh Vu Port (expected in October 2026) while accelerating the development of Phase 2 of the Gemalink Port project in collaboration with global partners.
Advancing “Green” and “Digital” transformation: Gradually enhancing governance standards to meet stringent ESG requirements from international capital flows.

Strategic Dialogue with PVT: A Focal Point for Global Energy Infrastructure Capital Flows

As international capital seeks to position ahead of Vietnam’s anticipated market upgrade, beyond consumer and financial growth stories, companies with large-scale infrastructure, stable cash flows, and strategic roles in the economy are increasingly becoming priority targets for foreign institutional investors.

Amid mounting challenges across global energy supply chains, maritime transportation has evolved beyond a conventional commercial activity into a critical link in safeguarding national energy security. From this perspective, RongViet’s Investment Seminar 2026 is honored to introduce the participation of PetroVietnam Transportation Corporation (PVTrans – PVT), a leading representative of large-scale maritime transportation capabilities in Vietnam today.

Key Discussion Topics:

At the live panel discussion, Ms. Vu Thi Phuong Nga, Head of Investment Planning at PVT, will address key issues of interest:

Attracting foreign capital: As the primary transportation partner for major domestic refineries, what intrinsic strengths of PVT remain underappreciated by foreign investors? How is the Company preparing to capture capital inflows following the market upgrade?
A critical link in energy security: In light of escalating disruptions in the Red Sea and the Strait of Hormuz, how will PVT’s strategy evolve from a conventional shipping operator into a strategic energy logistics platform?

PetroVietnam Transportation Corporation (PVTrans – PVT) stands as a leading representative of large-scale maritime transportation capabilities, underpinned by strong governance and operational excellence, as reflected in:

Global competitiveness: Operating a diversified fleet of 67 vessels with a total capacity of nearly 2.1 million DWT, of which over 90% are deployed in international markets—demonstrating robust operational capabilities, stringent safety management, and an increasingly competitive position on the global stage.
Record-breaking business performance: 2025 marked a significant milestone as PVT achieved record consolidated revenue of VND 16,448 billion, while maintaining profit above VND 1,000 billion for the seventh consecutive year—highlighting the effectiveness of its sustainable growth strategy, risk management capabilities, and adaptability to the volatility of the maritime transport market.
Vision for 2026–2030: Aspiring to become a leading maritime transportation company in the region, PVT will continue to expand its fleet, develop integrated logistics services, accelerate digital transformation, and enhance corporate governance in line with best practices.

REGISTER NOW – FREE ADMISSION!

The Seminar will take place at 8:00 AM on Saturday, June 20, 2026, at White Palace Convention Center, Hoang Van Thu, Ho Chi Minh City, and is free of charge for all participants.

>>> Register now at: https://event.vdsc.com.vn

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