GVR shares are recommended for purchase.

SKĐS - MBS Securities has included GVR shares in its buy recommendation list, citing positive assessments and the company's growth prospects.

According to MBS, in the first quarter of 2026, Vietnam Rubber Industry Group (HSX: GVR) recorded a 90% increase in net profit compared to the same period last year, exceeding MBS's previous expectations.

GVR's impressive growth stems from a 72% increase in rubber revenue, proceeds from the liquidation of rubber trees, and land compensation.

GVR stock.jpg GVR stock is recommended for purchase (illustrative image).

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MBS projected a 121%/93% increase in net profit for 2026-2027 compared to previous forecasts, thanks to positive prospects in the rubber industry and land compensation from VSIP and Thaco .

MBS assesses that the rubber industry is preparing to enter the peak latex harvesting season in the third and fourth quarters, and rubber prices are forecast to remain high due to supply shortages.

Accordingly, GVR's profits are expected to grow well in the 2026-2027 period thanks to the rubber segment and land compensation. However, the share price has increased by nearly 30% since the beginning of the year and is currently trading at a P/B ratio of 2.2x, equivalent to the average P/B ratio of the last 5 years, meaning there is not much potential for further price increases at the current price.

Investors can accumulate shares when the stock price corrects to a more attractive level. We recommend a neutral rating for GVR with a target price of VND 36,100 per share.

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Given the potential adverse impacts, MBS believes that rubber prices are affected by declining demand for vehicles in China and falling oil prices. In addition, prolonged legal obstacles are impacting the progress, costs, and efficiency of industrial park projects.

Source: https://suckhoedoisong.vn/co-phieu-gvr-duoc-khuyen-nghi-mua-169260611065910018.htm