GAS [MARKET PERFORM +8.5%] - LNG import projects remain viable over long term - Update
  • 08 Feb 2023
  • Company Research
- We cut our TP for GAS by 17% to VND112,400/share and downgrade our rating from BUY to MARKET PERFORM. Our lower TP is due to our 26% lower aggregate 2023-2027F NPAT-MI following our lower gas volume and fuel oil price assumptions (benchmark for output g