Research Center

DHC CALL_DONG HAI BEN TRE JSC

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.

Danh sách báo cáo liên quan

(EN) GTJASVN RS_VIETNAM AUTO AND MOTOR SECTOR_POLICY AND CONSUMER TREND LEVERAGE_AUG 2025

13/08/2025

Vietnam’s automobile market maintains its growth momentum thanks to: The rising proportion of the middle class in Vietnam and the increasing trend of...

(EN) GTJASVN_SIP_Updates on 1H.2025 Business Result_07.08.2025

08/08/2025

KEY HIGHLIGHTS  Saigon VRG Investment Corporation (SIP) announced its Q2/2025 business results, with revenue reaching nearly VND 2,130 billion (+10% YoY...

(EN) GTJASVN_VPB Equity Report_Q2.2025 Eaning Updates_Aug2025_

08/08/2025

VPB 1H 2025 BUSINESS RESULTS UPDATE UPDATE ON BUSINESS OPERATIONS In Q2 2025, VPBank delivered robust results, with 1H pre‐tax profit of VND 11,229 billion—a...

Contact

    For compliance information, please contact:

    compliance@gtjas.com.vn

    • Stock index
    • VNINDEX: 1645.47   -42.53   (-2.52%)
    • HNX: 272.48   -11.91   (-4.19%)