Primer: Duc Giang Chemicals (DGC VN) - Aug 2026
Significant Near-Term Headwinds: The company is currently facing major challenges from the suspension of its primary apatite ore mine, leading...
93 Views
DGC [OUTPERFORM +18.5%] - Mine Suspension Hits Margins, Regulatory Overhang Persists
We cut our target price (TP) by 43% and downgrade our rating to OUTPERFORM from BUY as DGC’s share price has declined 35% over the past three months.
117 Views
Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
915 Views
DGC [BUY +25.1%] - Input Costs Fuel Margin Pressure; Reiterate Rating on Valuation
We lower our target price by 22%, reflecting a 17% cut to 2026F core EBITDA and reducing our target EV/EBITDA multiple to 6.5x (from 8.0x previously).
129 Views
DGC [BUY +30.0%] - P4 Tax Impact; Chlor-Alkali Contribution Starts in Q2 2026
We lower our target price (TP) by 6% to VND118,000/share and reiterate our BUY rating. Our lower target price reflects an 8% decrease in our 2026F...
174 Views