External broker reports(aggregated public sources), Vietcap

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External broker reports(aggregated public sources)

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Vietnam Financials / Thematic (Sector/Industry)

<ul><li>For VIC, we broadly maintain our 2026F PBT forecast but cut 2027F by 4% due to higher projected EBIT losses in the industrial segment and increased financial expenses, partly offset by higher financial income over 2026–27F.</li><li>For VHM, we raise our 2026F forecast by 5% but lower 2027F by 2%, reflecting higher construction services revenue and interest income forecasts, partly offset by higher SG&amp;A, construction costs, and financial expenses; we raise our 2026/27F presales forecasts by 8%/3%.</li><li>For VRE, we keep our 2026/27F NPAT-MI forecasts unchanged.</li></ul><p><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></p>

For VIC, we broadly maintain our 2026F PBT forecast but cut 2027F by 4% due to higher projected EBIT losses in the industrial segment and increased financial expenses, partly offset by higher financial income over 2026–27F.For VHM, we raise our 2026F forecast by 5% but lower 2027F by 2%, reflecting higher construction services revenue and interest income forecasts, partly offset by higher SG&amp;A, construction costs, and financial expenses; we raise our 2026/27F presales forecasts by 8%/3%.For VRE, we keep our 2026/27F NPAT-MI forecasts unchanged.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.

VIC, VHM, VRE - 전기차 판매량 지속적인 증가; 회장의 지속적인 지원...