John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
480 Views
PetroVietnam Gas (GAS) - 2026 Core NPAT to Grow on Doubled Thi Vai Sales Volume
We increase our target price (TP) for GAS by 5.7% to VND78,400/share but downgrade our rating from BUY to OUTPERFORM as the share price has...
226 Views
PetroVietnam Gas - Earnings Note – LPG Lights the Way
PetroVietnam Gas Joint Stock Corporation (GAS) delivered strong results in 3Q24, with revenue of VND24,747bn (+11.7% YoY) and NPAT of VND2,522bn...
274 Views
PetroVietnam - Doubling LNG Volume to Drive 2025 Earnings Recovery
We lower our target price (TP) for GAS by 5.0% to VND81,500/share due to a 5.9% reduction in our aggregate 2024-2028F NPAT-MI forecast
305 Views
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...
291 Views