05/11/2020
Share:
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.
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GTJASVN_PDR Equity Report_AGM and Earnings updates_02.07.2025_ ENG Phat Dat (PDR) enters the 2025–2026 period with expectations of a significant improvement...
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(EN) GTJASVN_SIP_Equity Initial Report_26.06.2025 INVESTMENT THESIS Short-Term Business Outlook: The positive short-term outlook for SIP is supported...
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COMPETITIVE ADVANTAGES OF F88 Market Leadership and Dominant Scale: F88 is Vietnam’s largest pawnshop chain, far surpassing competitors in its segment...
