20/04/2021
Share:
Key notes:
1. Circular 03/2021 dated April 02/2021 eases one-time-large -provision pressure for banks having high restructured loan (VPB, TCB, TPB)
2. Profit is expected to breakthrough in banks owning strong provision buffer. VCB is the most prudent bank in the sector
3. VAMC provision expenses pressure is removed, but provision expenses burden on banks’ profit is still high, especially in VPB. Potential of improving margin for CTG is promising
18/06/2024
INVESTMENT THESIS The telecommunications infrastructure construction & operation segment benefits from the Vietnam telecommunications infrastructure...
22/05/2024
We estimate that revenue and NPAT in 2024 will reach VND 130,000 billion (+9.91% YoY) and VND 2,400 billion (+1,337% YoY), respectively, EPS 2024 is 2,200...
24/04/2024
On the morning of April 23rd, Khang Dien Real Estate Corporation (HoSE: KDH) held its Annual General Meeting of Shareholders for 2024, with the following...
