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Rong Viet Securities

Rong Viet Securities
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Rong Viet Securities

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Vietnam Equity Bottom-Up Thematic (Sector/Industry)
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05 Dec 2024 07:18Broker

TNG - Upside Potential Is Limited as High-Growth Phase Ends

Using the Sum-of-the-Parts (SoTP) method, we conducted an initial valuation of TNG stock. We believe that the current stock price broadly reflects...

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bullishVinh Hoan Corp
19 Nov 2024 20:31Broker

VHC - Export Volume Remains the Key Driver of Growth Momentum

Using a combination of DCF and SoTP methods, with a 50:50 weighting, we estimate a longterm price for VHC at VND 73,300, corresponding to a...

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bullishTon Dong
04 Nov 2024 11:02Broker

GDA - Attractive Valuation & Potential from New Factory

We have made an initial valuation for GDA stock. In our conservative view, the current share price does not fully reflect the long-term growth...

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02 Nov 2024 10:31Broker

FRT - Heading to the Future with Health Care Platform

Once the core business segment of FRT, its contribution has dropped to 36.1% in Q2/2024 due to unfavorable macroeconomic conditions and the...

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22 Oct 2024 19:44Broker

MWG - Back on the Growth Race in the Medium Term by Bach Hoa Xanh

The core markets (ICT and consumer electronics) have entered a saturation phase, with annual sales growth ranging from 1-5%, expected to reach VND...

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