Oil & Gas sector – Preview – [NEUTRAL] – 3Q24F Preview: low Gas, robust Drilling
The bright spot of Oil & Gas sector in 3Q24F is a robust Drilling segment, and PVD is the largest listed beneficiary. Meanwhile, natural gas may see a strong retreat driven by a record low consumption from power plants in 3Q24F.
Featured Analysis
Textile & Garment – Sector Note – [Nonrated] – On a growth track
Derivatives: Low liquidity
Market commentary: Low liquidity
BSR – Brief – [NONRATED] – 4Q24: Difficulties remain
Market commentary: Market recovery
Fund flow: Capital outflow in Vietnam
Derivatives: A selling signal appears?
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