PVS VN - Earnings to Accelerate from Q4 on Substantial M&C Backlog
Our lower TP is mainly due to (1) our 9% lower aggregate 2024-2028F NPAT-MI forecast (respective changes of -4%/-9%/-23%/-16%/+11% for 2024/25/26...
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PVS [BUY +31.3%] - Earnings to Accelerate from Q4 on Substantial M&C Backlog
We lower our target price (TP) for PVS by 4% to VND48,800/share but maintain our BUY rating. Our lower TP is mainly due to (1) our 9% lower...
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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...
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Oil & Gas Sector - Lowering 2024F Oil Price, Raising 2025F Forecast
We lower our average 2024F Brent oil price assumption by 3.6% to USD80/bbl. YTD to October 3, the average Brent oil price was USD82/bbl, slightly...
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Stock Recommendations (Vietnam Market) - September 2023
Ho Chi Minh City Development Joint Stock Commercial Bank (HDB), formerly known as HCMC Housing Development Bank, was established in 1989.
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