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23

October

VCB – In-depth – [BUY+18%] – Best-in-class performer throughout difficult times

We initiate our coverage on VCB with a BUY rating and a target price of VND100,000, implying a 18% upside by using a residual approach (50%) and P/B method (50%)....

Report (3)

02

October

Power – In-depth – [OVERWEIGHT] – Green Era

Long-term, fast growth in demand for electricity opens up a lot of opportunities for industries in the power system. Regarding the power generation activity, especially, we highly evaluate the growth...

Report (4)

25

August

TCB – In-depth – [BUY +30%] – Is TCB past its peak?

We initiate our coverage on TCB with a BUY rating and a target price of VND43,700, implying a 30% upside buy using a residual approach (50%) and P/B method (50%)....

Report (5)

01

June

Crushed Stone – In-depth – [OVERWEIGHT] – Bracing for growth from 2024F

We initiate an Overweight rating on the Crushed Stone industry in 12-month horizons spurred by the robust demand growth serving the public infrastructure spending in 2024-2025F. Going forward, the housing...

Report (6)