BMP [BUY +25.8%] - Expect resilient sales, fading plastic price benefit in H2 - Update
  • 10 Aug 2020
  • Company Research
We reiterate our BUY rating on BMP while raising our target price by 1% to VND61,300/share, which is mainly due to a higher cash balance as of end-Q2 2020 — partly offset by a 4% cut in our average 2020-2024F EBIT forecasts and lower target P/E multiple.