BWE - Slight revision in NPAT guidance, secure USD80mn CCS contract for 70% USD-denominated loan to hedge VND depreciation, new growth driver with Nha Bich water project in Binh Phuoc province – AGM Note
  • 26 Mar 2025
  • Company Research
We attended BWE’s AGM on March 26 in which management provided more explanation regarding water tariff request process which is expected to be completed late 2025. Overall, we see a slight downside risk to our earnings forecast, pending a fuller review du