External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

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Equity Bottom-Up

Petrovietnam Gas Joint Stock / Equity Bottom-Up

<ul><li>Building upon the successful milestones achieved since late-2023, the project has demonstrated significant progress, with the finalization of GPSA, GTA, and GSA (for the O Mon I power plant) in March 2024.</li><li>The disclosed gas base price stands at approximately US$9.63/MMBTU, with a transmission tariff of US$1.53/MMBTU, as outlined in the previously-signed HOA.</li><li>In addition, the expiration of the LLOA for EPC#1, 2, and the pipeline in May 2024 necessitates the specified full version of these packages immediately. </li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Building upon the successful milestones achieved since late-2023, the project has demonstrated significant progress, with the finalization of GPSA, GTA, and GSA (for the O Mon I power plant) in March 2024.The disclosed gas base price stands at approximately US$9.63/MMBTU, with a transmission tariff of US$1.53/MMBTU, as outlined in the previously-signed HOA.In addition, the expiration of the LLOA for EPC#1, 2, and the pipeline in May 2024 necessitates the specified full version of these packages immediately. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PetroVietnam Gas JSC (GAS VN Equity/Buy) - Exploring Growth Opportunities in New Projects

Thematic (Sector/Industry)

<ul><li><strong>Overview:</strong> Joint Stock Commercial Bank For Foreign Trade Of Vietnam (Vietcombank - VCB) officially came into operation on 1 April 1963.</li><li>Being the first state commercial bank chosen for pilot privatization by the Government, JSCB for Foreign Trade of Vietnam has come into operation as a commercial joint stock bank since June 02, 2008, after successfully implementing the equitization plan through IPO.</li><li>VCB has been listed and traded on the Ho Chi Minh City Stock Exchange since 2009.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Overview: Joint Stock Commercial Bank For Foreign Trade Of Vietnam (Vietcombank - VCB) officially came into operation on 1 April 1963.Being the first state commercial bank chosen for pilot privatization by the Government, JSCB for Foreign Trade of Vietnam has come into operation as a commercial joint stock bank since June 02, 2008, after successfully implementing the equitization plan through IPO.VCB has been listed and traded on the Ho Chi Minh City Stock Exchange since 2009.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market) - June 2024

<ul><li>Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.</li><li>The Bank has its core business in mobilizing capital and crediting.</li><li>In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection. VPBank ha</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.The Bank has its core business in mobilizing capital and crediting.In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection. VPBank haContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market) - May 2024

<ul><li>Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.</li><li>The Bank has its core business in mobilizing capital and crediting.</li><li>In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection. </li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.The Bank has its core business in mobilizing capital and crediting.In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market) - April 2024

<ul><li>Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.</li><li>The Bank has its core business in mobilizing capital and crediting. In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection.</li><li>VPBank has been listed and traded on Ho Chi Minh Stock Exchange (HOSE) since August 2017.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993.The Bank has its core business in mobilizing capital and crediting. In addition, VPBank also engages in international banking services, trades foreign currencies, financial investment, risk management and capital protection.VPBank has been listed and traded on Ho Chi Minh Stock Exchange (HOSE) since August 2017.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market)_March 2024

Vietnam

PetroVietnam Gas JSC transports, stores, and markets petroleum gas.  The Companies products include liquefied petroleum gas, dry gas, compressed natural gas, and liquefied natural gas.  PetroVietnam's services include gas gathering, gas importation, gas transportation and distribution, gas engine development and gas operation and maintenance.

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Petrovietnam Gas Joint Stock (GAS VN)

PetroVietnam Gas JSC (GAS VN Equity/Buy) - Exploring Growth Opportunities in New Projects

The disclosed gas base price stands at approximately US$9.63/MMBTU, with a transmission tariff of US$1.53/MMBTU, as outlined in the previously...

Mirae Asset Securities

Stock Recommendations (Vietnam Market) - June 2024

Overview: Joint Stock Commercial Bank For Foreign Trade Of Vietnam (Vietcombank - VCB) officially came into operation on 1 April 1963.

Mirae Asset Securities

Stock Recommendations (Vietnam Market) - May 2024

Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993. The Bank has its core business in...

Mirae Asset Securities

Stock Recommendations (Vietnam Market) - April 2024

Vietnam Prosperity JSCB (VPB), formerly known as Vietnam JSCB for Private Enterprises, was established in 1993. The Bank has its core business in...

Mirae Asset Securities

Stock Recommendations (Vietnam Market)_March 2024

The Bank has its core business in mobilizing capital and crediting. In addition, VPBank also engages in international banking services, trades...

Mirae Asset Securities

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