Vietnam Utilities: Strong Earnings Growth in 1Q22
According to the Vietnam Electricity Corporation (EVN), electricity consumption increased by 6.3% YoY in 4M22. Wind power was the biggest...
361 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
PC1 [OUTPERFORM +18.7%] - Strengthened Outlook on US Tariff Clarity, Higher Wind Prices - Update
We raise our target price (TP) for PC1 by 20.5% to VND31,100/share but downgrade our rating to OUTPERFORM from BUY as its share price has rallied...
210 Views
PC1 VN - Power Construction and Hydro to Drive 2025 Earnings Jump
We reiterate BUY rating for PC1 and raise our target price (TP) by 8.0% to VND31,200/share. This is due to a 4.5% increase in our aggregate 2024...
318 Views
Pc1 Group Jsc - Cautious with Growth Expectations Ahead
For Q2/2023, we forecast net sales and NPAT-MI at VND 1,518 bn (+1% QoQ, +0% YoY) and VND 39 (+166% QoQ, -38% YoY), respectively
236 Views