IDC [BUY +26.4%] - Resilient IP land sales; sizeable land bank pipeline - Update
  • 10 Aug 2023
  • Company Research
- We maintain our BUY rating for IDC and raise our target price by 13.7% to VND56,500/share. Our higher target price is driven by (1) a higher valuation for the energy segment mainly due to a higher target P/E for the hydropower subsegment of 12.0x vs 9.0