ENTITY
Hoa Phat Group Jsc

Hoa Phat Group Jsc (HPG VN)

63
Analysis
MaterialsVietnam
Hoa Phat Group JSC is a multi-disciplinary manufacturing company. The Company manufactures a wide range of products, including steel, steel pipe, furniture, and refrigeration equipment.
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30 Nov 2024 06:50Broker

Hoa Phat Group JSC (HPG VN Equity/ Trading Buy) - Near-Term Margin Upside on the Table

Following the robust Oct-2024 sales update, we revise our volume estimates by 5–7% for FY24–25F. We also incorporate recent raw material pullbacks.

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08 Nov 2024 20:04Broker

HPG VN - Domestic Demand & Capacity Expansion to Drive 2025F Growth

Our higher TP is driven by (1) rolling our TP forward to end-2025 and (2) 4%/2%/3%/3%/3% higher 2025/26/27/28/29F NPAT-MI projections, outweighing...

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Vietcap
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16 Dec 2024 16:50

The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel

The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...

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bullishVIX Securities
15 Dec 2024 07:47

MarketVector Vietnam Local Index Rebalance: One Add, Float & Capping Changes

Saigon Vrg Investment will be added to the index at the close 20 December. Estimated one-way turnover is 5.1% and that results in a one-way trade...

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21 Oct 2024 19:52Broker

Construction Sector - Industrial, Infrastructure Projects Leading Sector Recovery

Vietnam’s construction sector is comprised of three main segments – residential, industrial & commercial, and infrastructure.

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Vietcap
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