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Industrial Properties: Strong recovery post pandemic – Update

Sector note 24/04/2020    342

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  • We believe Vietnam‘s industrial properties (IPs) demand will surge post-pandemic, further driven by Covid-19 outbreak and the EVFTA.
  • We see the rising of Ba Ria – Vung Tau, Bac Giang, Hai Duong as the new industrial hot spots.
  • Among IP stocks, we prefer SZC, KBC, VGC, PHR and BCM.

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