Oil & Gas sector – In-depth – [NEUTRAL] – 2025 Outlook: LNG gains the spotlight
We strongly believe that LNG segment could be bright spot for Oil & Gas sector in 2025F. LNG consumption, led by the official run of Nhon Trach 3&4 LNG-fired power plants, could bloom strong in 2H25F. On the other hand, the sector face risks from a poor oil price outlook in 2025F, driven by global uncertainties and president-elect Trump’s oil unleashing claims
Featured Analysis
Trump’s inauguration: What to expect?
Chart of the day: A short-term uptrend?
SBV resumes liquidity injection ahead of Trump’s inauguration
Market Trader: Foreign investors net sold year-to-dates
Market traders: Khối ngoại bán ròng từ đầu năm
Covered warrant: Demand dominates in the CWs market
Derivatives: Breakout signals
