External broker reports(aggregated public sources), Vietcap

Vietcap

External broker reports(aggregated public sources)

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Equity Bottom-Up

Viettel Post Joint Stock  / Equity Bottom-Up

<ul><li><p>In this Visit Note, we provide our key takeaways from our site visit of VTP’s Viettel Lang Son Logistics Park in Lang Son Province (a northeastern mountainous province of Vietnam).</p></li><li>We also give our view on the potential contribution of VTP’s two new projects, including Viettel Lang Son Logistics Park and Vipo Mall e-commerce platform.</li><li>Viettel Lang Son Logistics Park is an integrated inland port primarily providing full package logistics services for Vietnam-China cross-border trade.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

In this Visit Note, we provide our key takeaways from our site visit of VTP’s Viettel Lang Son Logistics Park in Lang Son Province (a northeastern mountainous province of Vietnam).We also give our view on the potential contribution of VTP’s two new projects, including Viettel Lang Son Logistics Park and Vipo Mall e-commerce platform.Viettel Lang Son Logistics Park is an integrated inland port primarily providing full package logistics services for Vietnam-China cross-border trade.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VTP - New Cross-Border Delivery & Logistics Projects to Fuel Growth - Visit Note

External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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<ul><li>Infrastructure leasing revenue reached VND135bn, for outstanding growth of 40% YoY; meanwhile, gross profit margin reached 30% (1Q23: 27%).</li><li>The construction segment witnessed a notable increase in sales of 15.2% YoY, reaching VND770bn.</li><li>However, gross profit margin in 1Q24 declined 140bps compared with 1Q23, due to a hefty 16.9% YoY rise in the cost of goods sold.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Infrastructure leasing revenue reached VND135bn, for outstanding growth of 40% YoY; meanwhile, gross profit margin reached 30% (1Q23: 27%).The construction segment witnessed a notable increase in sales of 15.2% YoY, reaching VND770bn.However, gross profit margin in 1Q24 declined 140bps compared with 1Q23, due to a hefty 16.9% YoY rise in the cost of goods sold.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Viettel Construction JSC - Update - Sustained Growth Momentum

<ul><li>Vietnam leads Southeast Asia in digital economy growth: The number of active mobile phone subscribers using data services in Vietnam has increased annually since 2016, reaching 87.7 mn in 2023.</li><li>Additionally, the country's e-commerce has experienced remarkable growth, boasting a CAGR of 23.9% between 2014 and 2023 and is estimated to reach US$45bn in 2025 (a CARG of 48% in FY23-FY25).</li><li>Vietnam’s government supports telecom infrastructure development: The Ministry of Information and Communication Technology (MIC) has unveiled a strategy to phase out outdated 2G and 3G technologies, emphasizing the prioritization of 4G expansion and the further development of the 5G network.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Vietnam leads Southeast Asia in digital economy growth: The number of active mobile phone subscribers using data services in Vietnam has increased annually since 2016, reaching 87.7 mn in 2023.Additionally, the country's e-commerce has experienced remarkable growth, boasting a CAGR of 23.9% between 2014 and 2023 and is estimated to reach US$45bn in 2025 (a CARG of 48% in FY23-FY25).Vietnam’s government supports telecom infrastructure development: The Ministry of Information and Communication Technology (MIC) has unveiled a strategy to phase out outdated 2G and 3G technologies, emphasizing the prioritization of 4G expansion and the further development of the 5G network.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Viettel Construction JSC - Benefit from Socioeconomic Digitalization

Vietnam

Viettel Post Joint Stock Corporation provides transportation and logistics services. The Company offers domestic and international delivery and distribution of documents and goods, as well as freight forwarding and courier services. Viettel Post serves customers worldwide.

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Viettel Post Joint Stock (VTP VN)

VTP - New Cross-Border Delivery & Logistics Projects to Fuel Growth - Visit Note

In this Visit Note, we provide our key takeaways from our site visit of VTP’s Viettel Lang Son Logistics Park in Lang Son Province (a northeastern...

Vietcap

Viettel Construction JSC - Update - Sustained Growth Momentum

Infrastructure leasing revenue reached VND135bn, for outstanding growth of 40% YoY; meanwhile, gross profit margin reached 30% (1Q23: 27%).

Mirae Asset Securities

Viettel Construction JSC - Benefit from Socioeconomic Digitalization

The number of active mobile phone subscribers using data services in Vietnam has increased annually since 2016, reaching 87.7 mn in 2023.

Mirae Asset Securities

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