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.
30/10/2025
(EN)GTJASVN RS_PAN Equity Report _9M2025 Business Results Update_Oct 28 2025
28/10/2025
FPT – Growth Against Headwinds KEY HIGHLIGHTS According to FPT Corporation’s 9M2025 business results, the company recorded revenue of VND 49,887...
22/10/2025
GTJASVN_VPB Equity Report_Q3.2025 Eaning Updates_Oct 2025_ UPDATE ON BUSINESS OPERATIONS VPBank recorded its strongest quarterly performance since 2022,...
