DRC [OUTPERFORM +13.0%] - Volume recovers, but capacity utilization to constrain growth - Update
  • 30 Nov 2020
  • Company Research
We maintain our OUTPERFORM rating on DRC despite raising our target price by 17% to VND22,500/share as the stock has rallied 24% in the last three months.Our higher TP is mainly driven by (1) increases of 29%/25%/28% in our NPAT-MI forecasts for 2021/22/2