Long Chau opened a new store format, began a diagnostics pilot, and joined a government kiosk program. We look at what each adds to FPT Retail (FRT).

FPT grew its Japanese revenue around 25% in Q2/2026. We look at the aging systems and engineer shortage behind that demand and what it means for growth.

TNH Hospital Group shifts focus from expansion to profitability, setting hospital-level targets and preparing TNH Lang Son for launch in mid-2026.

FPT was designated as Microsoft's first Frontier Partner in Southeast Asia. We access what this means for its market positioning and earnings outlook.

Vietnam's Decree 90/2026 tightens pharmacy regulations. We assess the impact on Long Chau, a modern pharmacy chain operated by our portfolio company FRT.

MWG’s 5-year outlook: DMX IPO plans, new growth drivers, and consumer retail trends discussed at Vietnam Access Days 2026.

Leadership transition and supportive healthcare policies position Traphaco (TRA) for long-term growth within Vietnam’s expanding pharmaceutical market.

Highlights from Kenno's portfolio: FPT’s AI factories, MWG’s store expansion, TNH’s new hospital launch, and MSN’s successful divestment.