Power sector – Preview – [NEUTRAL] – 1Q24F Preview: The El Niño calls Coal-fired
The bright spot in 1Q24 was coal-fired power. Growth came from the shortage of hydropower supply and the benefit of rapidly falling coal prices compared to gas prices in recent months.
Featured Analysis
Vietnam’s IFC: What to know? (P.1)
Retail – Notes – [NON-RATED] – Minimarts drive the growth
Market commentary: New record high
Derivatives: Closing at the day’s high
Market commentary: Absorbing selling pressure
Derivatives: Bottom-fishing demand
BID – Earnings review – [BUY] – Enhancing bad debt recovery
