PVS - Growth Potential from the M&C Backlog of Key Projects
In 2025, we expect PVS to achieve revenue of VND33,317 billion (+39.5% YoY) and NPATMI of VND1,193 billion (+1% YoY). The main growth driver is the...
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HAX - Regaining Growth Momentum with a Boost from MG
Amid the subdued landscape of the auto sector post-Covid-19, HAX has identified MG as a "beacon" to re-enter the growth phase lost from MBZ in 2024.
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GDA - Attractive Valuation & Potential from New Factory
In particular, the domestic market share continuously maintained at the 2nd position in the period 2016-2023 with an average market share of 15%
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DCM - The Thrust from Selling Price Is Not Strong Enough
We value DCM shares using two methods: discounted cash flow (DCF) and sum of the parts (SoTP), with equal weighting of 50:50.
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AIRPORTS CORPORATION OF VIETNAM - Bad Debt Risks Overshadow Many Growth Opportunities
Net revenue grew by 13% YoY, reaching VND 4.9 trillion, while NPAT increased by 26% YoY, recording VND 2,898 bn after excluding airport...
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