REE [MARKET PERFORM -1.1%] - Wind capacity expansion to drive medium-term growth - Update
We increase our target price (TP) for REE by 8% but downgrade our rating to MARKET PERFORM as the share price has rallied 28% over the last four...
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3Q24 ETF Rebalancing Forecast
To sum up, the majority of the aggregate rebalancing transactions will focus on the buying direction, while FPT has been deleveraged aggressively.
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ETFs Monitor in 2Q24
Recently, HSX announced updated component securities (including change in component stocks and calculation factors) in the VN30 Index, VNDiamond...
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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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Refrigeration Electrical Engineering Corporation (REE VN/ Hold)
Investment thesis Strong 1H21 results mainly from M&A activities; not significantly affected by Covid19 Consolidated revenue for Refrigeration...
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