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.
26/11/2025
3Q2025 Earnings Update At the end of the third quarter of Q2025, KDH recorded notably positive business results with revenue reaching VND 1,098 bilion...
20/11/2025
Vietnamese securities companies are still mainly operating under the traditional business model, with key characteristics: Expanding brokerage market share...
30/10/2025
(EN)GTJASVN RS_PAN Equity Report _9M2025 Business Results Update_Oct 28 2025
