05/11/2020
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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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Vietnam’s aviation sector outlook remains positive, supported by strong growth in tourism and large-scale infrastructure investment under the 2021–2030...
