Nguyen Thi Minh Hanh
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26/05
Year 2022
Power sector – Power demand surge underpin sector outlook
Under the April 2022 PDP8 draft, gas-fired and RE power continue to be embraced while coal-fired might step in its end of era after stop developing from 2030F. We believe in the strong recovery of thermal power in 2022 after…
25/05
Year 2022
VRE – The crowds are returning – Update
VRE’s 1Q22 revenue and net profit fell 39% yoy/52% yoy to VND1,369bn/ VND377bn, in line with our forecast. We expect a strong recovery in a couple of next quarters to bring VRE’s earnings to surge 95.5%/64.6% yoy over FY22F/23F, respectively.…
24/05
Year 2022
Vietnam Daily Market Recap May 24, 2022 – HDG
Market commentary: The VN-INDEX had a miraculous recovery at the close of the afternoon session Significant swings were seen in the afternoon session of the VN-INDEX when Material sector received unfavorable news; nevertheless, the bottom-fishing demand towards the end of…