Primer: Petrovietnam Gas (GAS VN) - Aug 2026
Petrovietnam Gas (PV GAS) holds a monopolistic position in Vietnam's midstream gas sector, operating the country's entire gas pipeline...
98 Views
GAS [BUY +39.0%] - El Nino Conditions to Fuel 2027 Volume, NPAT Growth
Our lower TP is mainly due to (1) a 13% lower DCF valuation following our 6% lower aggregate 2026-30F NPAT-MI projection and raising WACC to 14.4%...
94 Views
GAS [BUY +22.6%] - Rising Volumes, FO Prices to Fuel 2026F NPAT Growth
Our lower TP is mainly due to (1) 7% lower P/E multiple valuation (driven by our 7% lower projected 2026F NPAT-MI), and (2) 2% lower DCF valuation.
108 Views
GAS [MARKET PERFORM -3.9%] - Higher LPG, IP Profits to Boost Growth
We raise our target price (TP) for GAS by 29% to VND98,200/share but downgrade our rating from BUY to MARKET PERFORM as the share price has risen...
167 Views
GAS [BUY +25.0%] - Strong Volume Recovery to Boost 2026 Core NPAT
We maintain our target price (TP) for GAS at VND76,100/share but upgrade our rating to BUY from OUTPERFORM as the share price has declined 8% over...
138 Views