Transportation Vietnamese Community
Our community narratives are driven by numbers and valuation.
Transportation Vietnamese Investing Ideas
We maintain a NEUTRAL recommendation and revise our target price (TP) downward from VND 70,100/share to VND 56,500/share, mainly reflecting
A key shift at Vietnam’s new Long Thanh Airport may leave this cargo handler with a smaller role than many expected, even as international shipments stay surprisingly steady. See what’s behind the price cut, what still supports demand, and the main pressure points as tax perks fade and traffic patterns change.Read more
VI
₫20.46k
149.8% overvalued intrinsic discount
Fair Value
Revenue
-9.39% p.a.
Profit Margin
56.74%
Future PE
8.03x
Price in 2030
₫0
