Research Center

(EN) GTJASVN Research_Electric Power Sector Report_OUTLOOK_POSITIVE_Jan 2025

15/01/2025

Share:

ELECTRICITY STOCKS AND INVESTMENT VIEWPOINT

We divide the investment prospects of electricity stocks into 2 groups:

  • Enterprises owning many hydropower plants in the energy sector will benefit from the La Nina weather phase (heavy rain), especially enterprises owning plants in the Central region where the rainy season is concentrated and enterprises with the advantage of water reservoirs with deep water levels.
  • Enterprises with a portfolio of solar and wind power plants will benefit from the shift in energy structure towards renewable energy under Power Plan 8, and have good geographical locations to mobilize high electricity output. In addition, we will prioritize enterprises with strengths in multi-industry fields and many development projects outside the portfolio of power plants.

PC1 – BUY – 30,130 VND (+31.86%)

VSH – HOLD – 52,300 VND (+6.52%)

HDG – BUY – 34,300 VND (+20.4%)

(EN) GTJASVN Research_Electric Power Sector Report_OUTLOOK_POSITIVE_Jan 2025 (1)

Danh sách báo cáo liên quan

(EN) GTHTSVN Research_Sector Report_VIETNAM OIL & GAS INDUSTRY_UNBLOCKING THE NATION’S VITAL FLOW _Oct 22, 2026

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...

(EN) GTHTVN RS VNM Equity Report _Defensive Stock with an Attractive Dividend Yield _TP59,000_Oct 13,2026

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...

GTHTSVN Research_Sector Report_Vietnam Industrial RE Sector Updates_Oct 1 2026_EN

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...

Contact

    For compliance information, please contact:

    [email protected]

    • Stock index