Vietnam Utilities: Strong Earnings Growth in 1Q22
According to the Vietnam Electricity Corporation (EVN), electricity consumption increased by 6.3% YoY in 4M22. Wind power was the biggest...
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Power Construction JSC No.1 (PC1 VN/Buy)_Update_Real estate and wind power to lead FY22 earnings
Power Construction JSC No.1 (PC1 VN)
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Power Construction JSC No.1 (PC1 VN/Trading Buy)_Update_Momentum from wind power projects
Valuation and recommendation We raise our target price for Power Construction JSC No.1 (PC1) to VND41,600 (from VND29,900) and maintain our Trading...
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Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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