DCM - Profit Optimization Driven by Exports
Consolidated revenue in Q2/2026 reached VND 6,882 billion (+10.1% YoY), primarily driven by the Urea segment, which surged 60% as both volume and...
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DCM [BUY +26.6%] - 2026F NPAT to Surge on Strong Urea ASP
5M 2026 Middle East urea prices averaged USD652/tonne (+64% YoY), ~130% of our prior base case assumption of USD500/tonne.
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DCM [BUY +20.4%] - 2026F NPAT Continues Surging on Urea ASP, FY VAT Savings
Middle East urea prices surged to USD650/tonne on March 6, 2026, up 33% vs the level before the Israel/US and Iran conflict. The spike reflects...
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Petro Viet Nam Ca Mau Fertilizer JSC (DCM VN) - Downgrade- Export Momentum Fuels Growth
DCM produced 966,000 tons of urea (+1% YoY) and 244,000 tons of NPK (+18% YoY). Total urea consumption reached 805,000 tons, broadly flat YoY...
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Petro Viet Nam Ca Mau Fertilizer JSC (DCM VN) - Maintain- Growth Momentum Led by Exports
In 9M25, Petro Viet Nam Ca Mau Fertilizer JSC (DCM) produced 712,000 tons of urea (+2% YoY) and 181,000 tons of NPK (+38% YoY).
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