Updates for Vietnam's Steel Industry
Steel Industry UpdatesVietnam's steel industry is still delivering rapid growth and experienced a 24.4% increase in the purchase of building steel...
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Vietnam's Steel Industry Is a Global Outlier
In my previous insight, I covered how Hoa Phat Group and Hoa Sen Group were strong value investment picks, and were not financially impacted from...
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DCM - Strong Growth Driven by Sales Pricing
Q2-FY25 Net Revenue showed robust YoY growth of 56%, reaching VND 6,252 billion, driven by strong performance across all business segments.
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PetroVietnam Fertilizer & Chemicals (DCM) - Sustained High Urea ASP Underpins Earnings Growth
Our higher TP is driven by our 17.0% higher aggregate 2025-29F NPAT-MI forecast (respective changes of +19.5%/+14.0%/+7.5%/+20.9%/+23.2% for 2025...
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DCM [BUY +26.3%] - NPAT Growth on Strong Urea ASP/NPK Volume, Tax Savings
We raise our 2025F Middle East urea price forecast by 5% to USD395/tonne (+17% YoY) due to higher-than-expected H1 prices of USD402/tonne
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