Binh Duong Water-Environment JSC (BWE VN Equity/ Buy) - 2025 Earnings to Beat Expectation
BWE released its 3Q25 results, reporting net revenue of VND903bn (-4.1% YoY, - 31.8% QoQ) and NPAT-MI of VND264bn (+45.2% YoY, -12.6% QoQ).
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Stock recommendations (Vietnam Market)_October 2025
Management cited weaker overseas IT services due to tariff-related delays and fewer small contracts as clients adopt AI solutions.
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Water Sector - Slower Water Volume Growth, Stronger Investment Income
We lower our projection for BWE’s 2025-2029F aggregate volume by 4.1% and for TDM by 10.4%. BWE saw H1 2025 volume slightly weaker than our...
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Stock Recommendations (Vietnam Market) - November 2024
Overview: Joint Stock Commercial Bank For Foreign Trade Of Vietnam (Vietcombank - VCB) officially came into operation on 1 April 1963.
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Binh Duong Water-Environment JSC - Unveiling Prospects from Plan Approval
BWE reported a 17.2% YoY increase in preliminary standalone revenue (VND1,027bn), driven by a 7.6% recovery in water consumption in Binh Duong in...
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