PVT - Contribution of New Vessels as Growth Driver in 2025
Using a combination of the P/E and P/B comparative methods, we determine the fair price of PVT shares for the next 12 months to be VND 31,500 per...
265 Views
PVT [BUY +38.7%] - 30% YoY DWT Fleet Expansion in 2024 to Boost 2025 Earnings
Our lower TP is driven by our 6% lower aggregate 2025-2029F NPAT-MI forecast (respective changes of -3%/-9%/-6%/-7%/-5% for 2025/26/27/28/29F).
197 Views
PetroVietnam Transportation (PVT) - Aggressive Fleet Expansion, Firm Outlook for Tanker Rates
We raise our target price (TP) for PVT by 10.4% to VND37,300/share and re-iterate a BUY rating. Our higher TP is driven by our 6.9% higher...
182 Views
PVT [BUY +36.1%] - Aggressive Fleet Expansion, Firm Outlook for Tanker Rates
We raise our target price (TP) for PVT by 10.4% to VND37,300/share and re-iterate a BUY rating. Our higher TP is driven by our 6.9% higher...
106 Views
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...
193 Views