Analysis Center

QTP is one of several important thermal energy-generating facilities in North of Vietnam. The company’s location in one of four key economic zones including Ha Noi – Bac Giang – Quang Ninh – Hai Phong, in tandam with rising...

MOBILE WORLD INVESTMENT CORP (MWG VN) Although we maintain a BUY recommendation on the stock, we revise down our projections to intensify caution about impacts from weak consumer spending power on the company’s growth in 2023.  MWG announced net...

A SLOWER PROFIT GROWTH IS EXPECTED News and highlights System liquidity was stressed at the beginning of Q4/22 but has gradually improved and started to become redundant. Customer deposit rates and interbank rates decreased due to abundant liquidity and...

KINH BAC CITY DEVELOPMENT HOLDING CORPORATION JSC (KBC VN) Reiterate our Buy rating with a target price of VND27,310 at YE23 given ongoing diversification of production away from China and KBC’s capability in attracting key electronic manufacturers despite a...

On Mar 6th, 2023 NT2 released a revised earning report for Q4 2022 with the  most notable change being a decrease in administrative expenses from 330 bn VND to 131 bn VND. This is thanks to the decline in provisions...