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Investment Thesis:
– Selling price recover and higher demand from China and domestic market;
– Giao Long 2 put into production since Q4/2019, triple the capacity and revenue;
– Domestic demand starts to recovery after sunk in April.
Risk:
– Supply might increase significantly in next few years, pushing down the price and causing excess capacity for the industry.
18/06/2024
INVESTMENT THESIS The telecommunications infrastructure construction & operation segment benefits from the Vietnam telecommunications infrastructure...
22/05/2024
We estimate that revenue and NPAT in 2024 will reach VND 130,000 billion (+9.91% YoY) and VND 2,400 billion (+1,337% YoY), respectively, EPS 2024 is 2,200...
24/04/2024
On the morning of April 23rd, Khang Dien Real Estate Corporation (HoSE: KDH) held its Annual General Meeting of Shareholders for 2024, with the following...