KBC - Investment and Operations of the Major Industrial Park
Net revenue and Profit After Tax for Shareholders of the Parent Company (NPAT-MI) reached VND 1.6 trillion (+111% YoY, +22% QoQ) and VND 652...
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KBC [BUY +21.8%] - Trang Cat UA Launch, Strong IP Backlog to Boost 2026 Earnings - Update
We maintain our BUY rating and raise our target price (TP) by 2% to VND 42,500/share.Our higher TP is driven by (1) rolling our valuation horizon...
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Industrial Real Estate: Welcoming 2022 with New Wave of Supply
No interruption in investment inflows to economic and industrial zones despite COVID-19. Rents set to rise again, while some areas experience surge...
504 Views
Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
584 Views
Vietnam Market Update: Asymmetric Features of the Equity Market
This insight will focus on the following:1) Updates for various investment themes, as well as new investment themes as a result of new listings...
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