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Vietcap
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Recent
bullish
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Macroeconomics
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18 Nov 2024 23:10
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Broker
Vietnam Macro Note - Vietnam remains on US Currency Monitoring List
In line with our expectation mentioned in our Macro Note published on June 24, 2024, Vietnam remains on the Treasury’s Monitoring List (currency...
Vietcap
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127 Views
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bearish
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Thematic (Sector/Industry)
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16 Nov 2024 01:23
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Broker
Oil & Gas Sector Update - Lowering oil price forecasts on increased risks to global trade
Tougher US trade policies with China and potential retaliation could renew a trade war that weighs on global trade and oil consumption: US...
Vietcap
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187 Views
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bullish
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Airports Corporation Of Viet Nam
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14 Nov 2024 09:21
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Broker
ACV - Strong International Traffic Recovery, Softer Near-Term Domestic Pax Outlook
We increase our target price (TP) for ACV by 18% but reiterate our MARKET PERFORM rating as ACV’s share price has increased by 11% in the last...
Vietcap
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93 Views
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bullish
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Gemadept Corp
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14 Nov 2024 09:18
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Broker
GMD VN - Capacity Constraints to Cap 2025F Earnings
Our higher TP is mainly due to a 16% higher valuation for its core businesses (i.e., ports and consolidated logistics), and 7% increase in...
Vietcap
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89 Views
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bullish
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Macroeconomics
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14 Nov 2024 09:16
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Broker
Macro Update - Macro Data Remains Solid in October
Production continued growing after Typhoon Yagi: In 10M 2024, the overall IIP and manufacturing IIP increased 8.3% YoY and 9.6% YoY, respectively.
Vietcap
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