Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Vietcap
External broker reports(aggregated public sources)
•
Vietcap
Message
Follow
Location:
Vietnam
Joined:
21 August 2024
4
Insights
788
Views
1
Followers
Vietnam
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Thematic (Sector/Industry)
•
23 Aug 2024 12:30
•
Broker
Residential Developers (KDH, NLG, DXG, and DXS) - Presales Improvement to Continue in H2 2024
In H1 2024, KDH surpassed our previous expectations for its undisclosed land plot sales and gross margin. NLG's earnings and DXG/DXS's brokerage...
Vietcap
281 Views
Share
bullish
•
PetroVietnam Drilling and Well Services
•
22 Aug 2024 16:03
•
Broker
PVD [OUTPERFORM +11.4%] - Lowering forecasts on slower domestic E&P spending - Update
We lower our target price (TP) for PVD by 14% to VND30,800/share but maintain our OUTPERFORM rating as PVD’s share price has declined 15% over the...
Vietcap
167 Views
Share
bullish
•
Vietnam Prosperity Bank
•
22 Aug 2024 16:01
•
Broker
VPB [BUY +36.0%] - NIM rebound, TOI growth to drive earnings - Update
- We maintain our BUY rating and target price (TP) of VND24,500/share for VPB. - The positive impact of a 9% increase in our aggregate...
Vietcap
168 Views
Share
bullish
•
Refrigeration Electrical Engineering
•
22 Aug 2024 15:26
•
Broker
REE [MARKET PERFORM -1.1%] - Wind capacity expansion to drive medium-term growth - Update
We increase our target price (TP) for REE by 8% but downgrade our rating to MARKET PERFORM as the share price has rallied 28% over the last four...
Vietcap
172 Views
Share
1
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x