{"id":9582,"date":"2020-11-05T08:20:35","date_gmt":"2020-11-05T01:20:35","guid":{"rendered":"https:\/\/gtht.com.vn\/?post_type=research&#038;p=9582"},"modified":"2021-10-14T08:21:28","modified_gmt":"2021-10-14T01:21:28","slug":"dhc-call_dong-hai-ben-tre-jsc","status":"publish","type":"research","link":"https:\/\/gtht.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/","title":{"rendered":"DHC CALL_DONG HAI BEN TRE JSC"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\"><strong>Investment Thesis:<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\">&#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selling price recover and higher demand from China and domestic market;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\">&#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Giao Long 2 put into production since Q4\/2019, triple the capacity and revenue;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\">&#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Domestic demand starts to recovery after sunk in April.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\"><strong>Risk:<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14px;\">&#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Supply might increase significantly in next few years, pushing down the price and causing excess capacity for the industry.<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","cate_research":[80],"specialized":[],"class_list":["post-9582","research","type-research","status-publish","hentry","cate_research-bao-cao-doanh-nghiep-en"],"yoast_head":"<title>DHC CALL_DONG HAI BEN TRE JSC - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtht.com.vn\/en\/research\/dhc-call_dong-hai-ben-tre-jsc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"DHC CALL_DONG HAI BEN TRE JSC - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\" \/>\n<meta property=\"og:description\" content=\"Investment Thesis: &#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selling price recover and higher demand from China and domestic market; &#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Giao Long 2 put into production since Q4\/2019, triple the capacity and revenue; &#8211;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Domestic demand starts to recovery after sunk in April. 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