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Binh Dien Fertilizer: Positive outlook for 2022 but unlikely to continue in 2023

After posting positive results in 2021, BFC announced Q1 22 earnings with growth of 46.8% and 19.3% in net revenue and NPATMI, respectively. However, revenue growth came from a higher ASP while sales volume fell 15.1% in Q1 22. BFC maintained huge in...
Rong Viet Vu
Vu Tran @ Rong Viet 6 June 2022

PetroVietnam Fertilizer & Chemicals: Bottom line growth on the back of increasing Urea price

DPM's revenue and profit grew 64.7% and 350.8% respectively in 2021 thanks to the strong increase in fertilisers price and chemicals as well as extraordinary profits. The company is excepted to announce strong Q1 22 business results thanks to positiv...
Rong Viet Vu
Vu Tran @ Rong Viet 15 March 2022

PetroVietnam Drilling & Well Services: Q4 21 results update

PVD saw revenue of VND1,334bn in Q4 21, up 61.9% yoy. The drilling segment was the main growth driver with revenue of VND720bn, up 65.7% yoy. Gross profit margin improved to 10.2% in Q4 21 from 4.4% in Q4 20, pushing gross profit up 3.8x. Joint ventu...
Rong Viet Vu
Vu Tran @ Rong Viet 11 February 2022

Vietnam 2022 investment strategy: Gearing up for the long-awaited recovery

The fourth wave of Covid-19 has severely impacted Vietnam's economic growth, especially in Q3 21. Monetary policies indicate that interest rates will be moving higher but there are divergences. This is according to Rong Viet's scenario of a 17% EPS g...
Rong Viet Lam
Lam Nguyen @ Rong Viet 4 January 2022

PetroViet Nam Technical Services: Awaiting the backlog for M&C to clear

PVS reported Q3 21 revenue of VND3,984bn (US$177.1mn) and NPATMI of VND221bn (USD9.8mn), down 33.2% yoy and 12.2% yoy, respectively. Profit from JVs came in at VND198bn (USD8.8mn) versus a loss of VND36bn (USD1.6mn) in the same period last year. PVS ...
Rong Viet Vu
Vu Tran @ Rong Viet 30 December 2021

PetroViet Nam Transportation: Q2 21 update – Stable growth

Q2 21 sales increased by 3.1% yoy to VND1,873bn (US$83.2mn). In addition, PVT will book VND10bn (US$0.4mn) from liquidating PVT Jupiter in Q3 21. In Q4, there will be an improvement in business thanks to investment in new fleets and abnormal profit. ...
Rong Viet Vu
Vu Tran @ Rong Viet 24 September 2021

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