IDC - Upbeat IP land sales in H1 2022; bright IP pipeline outlook - Analyst Meeting Note
  • 2022-07-18T00:00:00
  • Company Research

We attended IDC’s first analyst tour and meeting on July 15. 

The main agenda of this tour was to visit major projects of IDC’s tenants (including POSCO, Heineken and Hoa Phat Group, among others) in its IP projects in Dong Nai and Ba Ria – Vung Tau (BR-VT) provinces as well as participate in management’s discussion on the company’s businesses and outlook. 

Overall, this analyst tour provided comprehensive information on IDC, including its key business segments and major projects. Moreover, management expressed a positive view for IDC’s five-year business plan, which reaffirmed our positive view on the company.

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