BMP [BUY +22.5%] - GPM set to decline but steady sales growth to continue - Update
  • 10 Nov 2020
  • Company Research
We reiterate our BUY rating on BMP while raising our target price (TP) by 5% to VND64,600/share, which is due to 1) our 7% upward revision on average for 2020-2024F NPAT-MI, 2) rolling over our DCF-based TP and 3) lower WACC due to a lower cost of equity