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
SBV turns to liquidity withdrawal as USDVND rebounds
Vietnam economy preserves acceleration momentum on exports
Power sector – Preview – [Neutral] – 3Q24F Preview: The comeback of Hydropower
Economic drivers preserve their roles
SBV returns to liquidity injections
Seafood sector – Preview – [Overweight] – 3Q24F Preview: A robust growth trajectory
Oil & Gas sector – Preview – [NEUTRAL] – 3Q24F Preview: low Gas, robust Drilling
