Many technology companies, telecommunications, large margin second quarter

Many technology companies, telecom listed on the stock alarm rates increased by tens of percent in the second quarter, even have business establishment summit new profits.

II quarter conglomerate, FPT brings about revenue 16.658 billion, an increase of 9.2% compared to the same period last year. The cost of business simultaneously increase, but revenue financial activity 2.2 times the same period last year, reaching 1,237 billion. This index increase due to the company interest income from deposit operations and benefit from the exchange rate differences.

Thanks to this, the profit before tax of FPT reach 3.141 billion, an increase of 17.7% compared with performing the same period last year. Interest after tax shareholders parent company reach 2.257 billion, an increase of over 20%. This is also the interest record of this enterprise from its inception (1988).

In addition, FPT, other businesses in the technology industry, telecommunications, the large margin in this quarter.

Viettel Global, a subsidiary of Viettel in foreign markets – bring 10.514 billion in revenue in the previous quarter, increased by 21% compared to the same period last year. Except for the cost, they pre-tax interest 3.976 billion, an increase of 76%.

According to the explanation of this business send Commission, state securities, business result second quarter upbeat thanks to the subsidiary and affiliate in the foreign market growth. Is Viettel Global is the capitalization of the largest in the telecommunications industry, reaching more than 232.000 billion.

CMC Group, Viettel Construction or FPT Telecom also report interest before tax increased turn-21,5%, 12.4% and 21%. VNG have interest back 15 billion, after the chain of 14 funds consecutive losses.

According to the market strategy of the company Stock KB (KBSV), opportunities open of business technology “quite potential” in the context of market instability. Group analysis KBSV leads back reports of the unit provides services in business consulting Infosys growth forecast for the global economy gained only 2.2 percent this year, due to the impact from the commercial strain. This makes the growth rate of technology spending this year to slow down, about 7% compared with the same period last year.

Even so, the group analysis of KBSV for that Vietnamese enterprises have the advantage of looking more contracts in the field of technology management, thanks to workers abundantly reasonable cost.

Law, Industry, digital technology, is passed by congress on march 6, with effect from early next year, is the fulcrum for development of industry, technology, telecommunications.

With the target technology of growth 2-3 times speed increase GDP, Vietnam launched several policy incentives for projects in the field of technology, as for reduction of land rents in long time, accounting money on research and development (R&D) up to 200% of the actual cost to reduce taxes, renew visa for foreign professionals... According to KBSV, these policies will help Vietnam continues to attract investment inflows into the field of technology and business in the industry benefit.

Một trạm 5G Make in Vietnam được trưng bày tại Ngày hội Khoa học và Công nghệ 2025. Ảnh: Anh Dũng
A station 5G “Make in Vietnam” was exhibited at the festival of Science and technology, 2025. Photo: Anh Dung

Stock Peace (ABS) are also forecast on long-term technology group positive growth thanks to consumer demand for artificial intelligence (AI). According to the report of company data IDC, spending on AI in the Asia – pacific is expected to reach 175 billion in the next three years, with the growth rate compound annual
(CAGR) 33,6% in stage 2023-2028.

Array telecommunications is also forecast to continue to improve, according to the ABS. One of the reason is the current market broadband increasingly saturated in the context of the need to use AI, data security increase, many business technology transfer to investment added to the data center.

The end of the trading session on 7/8, stock FPT reach 106.200 copper, VGI is 76.200 copper, CTR at 92.700 copper FOX standing at 74.500 and CMG is 40.700 copper.

Recorded interest in the first half of the year, the stock technology, telecommunications, go opposite the general market trends. While the VN-Index to represent the stock market, up 355 points (nearly 25%) from the beginning of the year, up 1.581 points. However, in the same period, shares of the technology company on the reduction of 17-25%. Private stock FOX of FPT Telecom increased by 21%, which is the only code in the group comes up from the beginning of the year.

Source: vnexpress.net