BSR [BUY +21.0%] - Low H1 diesel spread; new IMO rule to boost diesel price - Update
  • 12 Sep 2019
  • Company Research
We reduce our target price by 36% to VND10,300/share; however, we upgrade BSR from OUTPERFORM to BUY as its share price plunged ~40% over the past four months. We cut our 2019F NPAT-MI forecast by 66.5%. Also, we lower our 2020-2024F average NPAT-MI forec