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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(EN) GTJASVN_Sector Report_Port & Maritime Transport_Outlook 2026_OUTPERFORM_31.12.2025 The Vietnamese port and Maritime Transport sector recorded...
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(EN) GTJASVN Research _Steel Sector Updates_Dec 2025_ 24.12.2025 The steel industry continued to experience significant volatility in 2025, affected by...
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(EN) GTJASVN RS_BANKING INDUSTRY OUTLOOK 2026_PUSHING THE PACE WITH GUARDRAILS ON_DEC 15, 2025
