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Vietcap

Vietcap
External broker reports(aggregated public sources)

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Vietnam Equity Bottom-Up Thematic (Sector/Industry)
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31 Oct 2024 19:49Broker

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...

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bullishDat Xanh Group
31 Oct 2024 19:48Broker

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.

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31 Oct 2024 19:46Broker

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...

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28 Oct 2024 03:52Broker

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...

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bullishMacroeconomics
25 Oct 2024 19:05Broker

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.

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