REE [BUY +20.0%] - Wind Expansion Progresses; Hydropower Secures Growth
We raise our target price (TP) for REE by 8.3% and upgrade our rating to BUY from MARKET PERFORM as the share price has decreased 4% over the past...
391 Views
JCNC's Logic-Defying Valuation
There is no apparent justification for the current level. Expect Matheson to chip away at minorities. But a full-blown Offer appears unrealistic....
1.1k Views
Forecast – HoSE Indexes Review in 4Q25
In this review, VIB – previously placed on the watchlist for removal, due to its failure to satisfy the minimum FOL threshold of 65% (Section 3.7)
220 Views
Vietnam Electricity Sector (Neutral) - Policy Reforms Drive New Growth Cycle
According to NOAA (August), the likelihood of La Niña conditions remains higher than El Niño through the forecast horizon from August 2025 to May...
422 Views
A New Era for Jardine Matheson: An Under-The-Radar Transformation.
After Ben Keswick took over Jardine Matheson, the company has slowly transitioned away from being an owner-operator to more of a portfolio manager.
934 Views