Industrial Properties: Strong recovery post pandemic – Update
- 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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