Industrial Park Developers - IP Land Sales to Remain Slow in H2 2024 but Rebound in 2025
We expect IP leasing demand to remain slow in H2 2024Fbut rebound in 2025F. We anticipate that clearer policy guidance and a more stable political...
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SONADEZI Chau Duc Shareholding Company (SZC VN/ Trading buy)
Wholesale revenue reduces gross profit margin in 1H2022
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Industrial Real Estate: Big Investors Come In
According to JLL Vietnam, Southern IPs maintained the occupancy rate at 85% in 1Q22 (1Q21: 86%), despite the increasing supply
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Sonadezi Chau Duc Shareholding: Residential Segment to Enjoy Strong Earnings
We lowered our target price for Sonadezi Chau Duc Shareholding (SZC) by 12.5% to VND78,400/share, based on: 1) a higher discount rate of 14.9%,...
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