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

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Equity Bottom-Up

Petrovietnam Gas Joint Stock / Equity Bottom-Up

<ul><li>Building upon the successful milestones achieved since late-2023, the project has demonstrated significant progress, with the finalization of GPSA, GTA, and GSA (for the O Mon I power plant) in March 2024.</li><li>The disclosed gas base price stands at approximately US$9.63/MMBTU, with a transmission tariff of US$1.53/MMBTU, as outlined in the previously-signed HOA.</li><li>In addition, the expiration of the LLOA for EPC#1, 2, and the pipeline in May 2024 necessitates the specified full version of these packages immediately. </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>

Building upon the successful milestones achieved since late-2023, the project has demonstrated significant progress, with the finalization of GPSA, GTA, and GSA (for the O Mon I power plant) in March 2024.The disclosed gas base price stands at approximately US$9.63/MMBTU, with a transmission tariff of US$1.53/MMBTU, as outlined in the previously-signed HOA.In addition, the expiration of the LLOA for EPC#1, 2, and the pipeline in May 2024 necessitates the specified full version of these packages immediately. 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.

PetroVietnam Gas JSC (GAS VN Equity/Buy) - Exploring Growth Opportunities in New Projects