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.
23/10/2026
EN-GTHTSVN-Research_Sector-Report_VIETNAM-OIL-GAS-INDUSTRY_UNBLOCKING-THE-NATIONS-VITAL-FLOW-_Oct-22-2026.pdf Oil & Gas Industry Outlook 2026 is...
13/10/2026
(EN) GTHTVN RS VNM Equity Report _Defensive Stock with an Attractive Dividend Yield _TP59,000_Oct 13,2026 BUSINESS UPDATES According to VNM’s 1H26 business...
02/10/2026
GTHTSVN Research_Sector Report_Vietnam Industrial RE Sector Updates_Oct 1 2026_EN (1) Vietnam Industrial Real Estate: 1H2026 Bright Spots and Strategic...
