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.
07/11/2024
The Q3/2024 banking sector report highlights: Credit growth reached 9% by the end of September, with private banks seeing strong growth while state-owned...
29/10/2024
Techcombank saw strong credit and profit growth in the first 9 months of 2024, with credit growth at 17.4% ytd and pre-tax profit reaching VND 22.8 trillion...
15/10/2024
INVESTMENT THESIS 1/ Business outlook remains positive as the jewelry retail market enters its peak season. The industry outlook is optimistic, with an...
