Rong Viet

Volume in Q3 21 was roughly 1.7bn kWh, +23% yoy thanks to lower La Nina magnitude compared to Q3 20, and -8% qoq (due to the rainy season in Q3). This steeper decline compared to the volume is because of the lower contract volume and price. NPAT in Q...

As the lockdown did not have much of an affect on container throughput volume in July, 7M 2021 port revenue still posted a double-digit growth of 22% yoy to VND1,447bn (or US$63mn). We expect Q3-2021 EBIT to drop by 25% yoy mainly due to inflated ope...

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. ...

Revenue and NPAT increased by 72% yoy and 254% yoy, respectively, owing to increasing selling prices and additional HRC capacity from Dung Quat. The demand for HRC from downstream segments is robust as exporting activities to the EU and North America...

GEG's revenue and NPATMI are estimated to be VND1,550bn (or US$67mn) and VND273bn (or US$12mn), +4% and 6% yoy, respectively in 2021. Three wind power plants will begin commercial operation in Q4 21 and will boost the company's earnings in the medium...

The company reported Q2 21 revenue of VND3,063bn (-43.6% yoy) while NPATMI came in at VND152bn (-42.8% yoy). For H1 21, revenue was down 35% yoy to VND5,689bn while NPATMI was VND308bn, down 18.3% yoy. On the contrary, profit from JVs will support 20...