KBC [BUY +24.3%] - Near-term headwinds to delay major transactions - Update
  • 28 Nov 2022
  • Company Research
- We upgrade our rating for KBC to BUY from OUTPERFORM despite cutting our target price (TP) by 45% to VND23,500/share. KBC’s share price has plunged 52% over the last three months. - Our TP cut is mainly due to (1) our 3.7-ppt higher WACC, (2) our assume