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.
24/04/2026
GTJASVN_HPG EquityReport_ Update AGM 2026_April 21 2026_en KEY HIGHLIGHTS · At the meeting, Chairman Tran Dinh Long announced the Q1 2026...
20/04/2026
KEY TAKEAWAYS At the 2026 Annual General Meeting (held on April 17, 2026), PVI announced its 2026 business plan with the following highlights: Consolidated...
25/03/2026
(EN) GTJASVN RS_MSN Equity Report _Masan – Repositioning for growth _TP96,198_Mar 23, 2026 BUSINESS UPDATES According to the FY2025 business results...
