PVD [OUTPERFORM +10.4%] - Scaling up with Additional Jack-Up Rigs Amid Market Recovery - Update

Equity Bottom-Up

141 Views12 Aug 2025 19:58

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We raise our target price (TP) for PVD by 18% to VND24,900/share and maintain our OUTPERFORM rating. The higher TP is driven by our 10% higher aggregate 2025–2029F core NPAT-MI forecast

What is covered in the Full Insight:

Introduction to PVD Update
Financial Performance Overview
Core NPAT-MI Growth Drivers
Expansion with New Jack-Up Rigs
Potential Risks and Market Conditions

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