Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
COMPANY
Vietcap
External broker reports(aggregated public sources)
Follow
Location:
Vietnam
54
Insights
11.4k
Views
3
Followers
Vietnam
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Dat Xanh Real Estate Services
•
31 Oct 2024 19:49
•
Broker
DXS [OUTPERFORM +14.4%] - Recovery in Brokerage Transactions to Continue in 2025F
Our lower TP is mainly due to a 15% decrease in our aggregate 2024-2028F NPAT-MI forecast, which is partially offset by raising our target P/E to...
Vietcap
Follow
122 Views
Share
bullish
•
Dat Xanh Group
•
31 Oct 2024 19:48
•
Broker
DXG [OUTPERFORM +16.2%] - GSW and GR Relaunches to Drive Presales Recovery in 2025/26F
We raise our target price (TP) by 12% to VND19,000/share and upgrade our rating for DXG to OUTPERFORM from MARKET PERFORM.
Vietcap
Follow
123 Views
Share
bullish
•
Phu Nhuan Jewelry
•
31 Oct 2024 19:46
•
Broker
PNJ [BUY +20.1%] - Strong Retail Sales, Higher Retail GPM to Drive Growth - Update
We cut our target price (TP) for PNJ by 2% to VND113,500/share but reiterate our BUY rating. Our lower TP is driven by our 6% lower aggregate 2024...
Vietcap
Follow
119 Views
Share
bullish
•
Thematic (Sector/Industry)
•
28 Oct 2024 03:52
•
Broker
Vietnam Residential Real Estate Sector Flash - Market Transactions to Strengthen in Q4 2024 and 2025
The housing market in Vietnam bottomed out in 2023 and has since shown a gradual recovery in primary transactions, beginning in Q3 2023 and...
Vietcap
Follow
136 Views
Share
bullish
•
Macroeconomics
•
25 Oct 2024 19:05
•
Broker
Vietnam Macro Note - SBV announces readiness to sell USD
We believe the SBV’s latest move aims to ease sentiment in the FX market given rising pressure on the USD/VND exchange rate in recent weeks.
Vietcap
Follow
321 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x