{"id":9582,"date":"2020-11-05T08:20:35","date_gmt":"2020-11-05T01:20:35","guid":{"rendered":"https:\/\/gtjai.com.vn\/?post_type=research&p=9582"},"modified":"2021-10-14T08:21:28","modified_gmt":"2021-10-14T01:21:28","slug":"dhc-call_dong-hai-ben-tre-jsc","status":"publish","type":"research","link":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/","title":{"rendered":"DHC CALL_DONG HAI BEN TRE JSC"},"content":{"rendered":"

Investment Thesis:<\/strong><\/span><\/p>\n

–\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selling price recover and higher demand from China and domestic market;<\/span><\/p>\n

–\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Giao Long 2 put into production since Q4\/2019, triple the capacity and revenue;<\/span><\/p>\n

–\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Domestic demand starts to recovery after sunk in April.<\/span><\/p>\n

Risk:<\/strong><\/span><\/p>\n

–\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Supply might increase significantly in next few years, pushing down the price and causing excess capacity for the industry.<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","cate_research":[80],"specialized":[],"class_list":["post-9582","research","type-research","status-publish","hentry","cate_research-bao-cao-doanh-nghiep-en"],"yoast_head":"DHC CALL_DONG HAI BEN TRE JSC - GTJA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"DHC CALL_DONG HAI BEN TRE JSC - GTJA\" \/>\n<meta property=\"og:description\" content=\"Investment Thesis: –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selling price recover and higher demand from China and domestic market; –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Giao Long 2 put into production since Q4\/2019, triple the capacity and revenue; –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Domestic demand starts to recovery after sunk in April. Risk: –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Supply might increase significantly in next few years, pushing down the price and causing excess […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/\" \/>\n<meta property=\"og:site_name\" content=\"GTJA\" \/>\n<meta property=\"article:modified_time\" content=\"2021-10-14T01:21:28+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gtjai.com.vn\/#website\",\"url\":\"https:\/\/gtjai.com.vn\/\",\"name\":\"GTJA\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gtjai.com.vn\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#webpage\",\"url\":\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/\",\"name\":\"DHC CALL_DONG HAI BEN TRE JSC - GTJA\",\"isPartOf\":{\"@id\":\"https:\/\/gtjai.com.vn\/#website\"},\"datePublished\":\"2020-11-05T01:20:35+00:00\",\"dateModified\":\"2021-10-14T01:21:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/gtjai.com.vn\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"DHC CALL_DONG HAI BEN TRE JSC\"}]}]}<\/script>","yoast_head_json":{"title":"DHC CALL_DONG HAI BEN TRE JSC - GTJA","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/","og_locale":"en_US","og_type":"article","og_title":"DHC CALL_DONG HAI BEN TRE JSC - GTJA","og_description":"Investment Thesis: –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selling price recover and higher demand from China and domestic market; –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Giao Long 2 put into production since Q4\/2019, triple the capacity and revenue; –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Domestic demand starts to recovery after sunk in April. Risk: –\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Supply might increase significantly in next few years, pushing down the price and causing excess […]","og_url":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/","og_site_name":"GTJA","article_modified_time":"2021-10-14T01:21:28+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/gtjai.com.vn\/#website","url":"https:\/\/gtjai.com.vn\/","name":"GTJA","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gtjai.com.vn\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#webpage","url":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/","name":"DHC CALL_DONG HAI BEN TRE JSC - GTJA","isPartOf":{"@id":"https:\/\/gtjai.com.vn\/#website"},"datePublished":"2020-11-05T01:20:35+00:00","dateModified":"2021-10-14T01:21:28+00:00","breadcrumb":{"@id":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/gtjai.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/gtjai.com.vn\/en\/"},{"@type":"ListItem","position":2,"name":"DHC CALL_DONG HAI BEN TRE JSC"}]}]}},"_links":{"self":[{"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/research\/9582\/"}],"collection":[{"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/research\/"}],"about":[{"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/types\/research\/"}],"author":[{"embeddable":true,"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/users\/1\/"}],"wp:attachment":[{"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/media\/?parent=9582"}],"wp:term":[{"taxonomy":"cate_research","embeddable":true,"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/cate_research\/?post=9582"},{"taxonomy":"specialized","embeddable":true,"href":"https:\/\/gtjai.com.vn\/en\/wp-json\/wp\/v2\/specialized\/?post=9582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}