Numbers That Actually Matter
Look, we could throw fancy percentages at you all day. But what actually changed for our clients? Their teams spend less time hunting down data and more time making calls that count.
Three firms in Ho Chi Minh City told us they cut their research prep time by half in early 2025. Not because of magic, but because they stopped reinventing the wheel every quarter.
How Clients Actually Learn This Stuff
Most investment professionals don't need another certification. They need practical frameworks they can use next Monday morning.
Foundation Phase
Weeks 1-3We start with the basics because everyone's coming from different places. Some analysts already know their way around financial statements. Others are portfolio managers who haven't dug into balance sheets in years.
This phase covers ratio analysis, cash flow interpretation, and spotting red flags in earnings reports. No fluff, just the stuff you'll use repeatedly.
Application Phase
Weeks 4-7Here's where it gets real. We take actual Vietnamese companies and tear apart their financials together. You'll see how theory meets messy reality when you're comparing three competitors with wildly different accounting choices.
By week six, most participants are applying these frameworks to their own portfolios. That's when the questions get interesting.
Integration Phase
Weeks 8-10This is where participants build their own analysis frameworks. We're not handing you a template to follow forever. You're creating a system that fits how your team actually works.
Some firms end up with elaborate spreadsheet systems. Others prefer simple checklists. Whatever helps you make better calls consistently is what works.
Recognition From The Industry
We don't do this work for awards, but it's nice when people notice. Here's what happened when our clients started sharing what they learned.
Vietnam Investment Research Excellence
February 2025Recognized for contributions to raising analytical standards among Vietnamese investment professionals. Awarded by Vietnam Association of Financial Analysts.
Best Financial Education Program
November 2024Selected by panel of industry professionals for practical approach to teaching complex financial analysis concepts to working investment teams.
Client Success Achievement
August 2024Internal recognition based on client feedback scores and documented improvements in analysis quality across participating firms during 2024.
We'd been doing the same analysis routine for five years. Not bad, just... stale. After working with PlanixGamon in early 2025, our team caught two accounting issues we would've missed before. That alone paid for everything.Håkan Lindström Senior Analyst, Mekong Capital Research Division
What We're Seeing In Vietnamese Markets
The investment landscape keeps shifting. Here's what our clients are dealing with right now, and what might be coming next.
Current Market Reality
Vietnamese companies are getting more sophisticated with their reporting. That's mostly good news, but it means analysts need sharper tools to separate substance from presentation.
- More firms adopting international accounting standards throughout 2025
- Increased complexity in group structures and related party transactions
- Growing importance of non-financial metrics in technology sectors
- Rising demand for ESG analysis integration in traditional financial models
Looking Ahead To 2026
Nobody has a crystal ball, but patterns are emerging. Investment teams that adapt their analysis frameworks now will be better positioned when these trends accelerate.
- Expected regulatory changes affecting disclosure requirements by Q3 2026
- Continued growth in cross-border investments requiring multi-standard analysis
- Technology integration in financial analysis workflows becoming standard practice
- Greater emphasis on real-time data interpretation alongside quarterly reporting
Ready To Improve Your Team's Analysis?
We're running focused workshops for investment professionals throughout late 2025 and into 2026. Small groups, practical content, no theoretical fluff. Let's talk about what would actually help your team.
Schedule A Conversation