NLG [OUTPERFORM +12.2%] - 2024F earnings and presales to rebound - Update
  • 14 Nov 2023
  • Company Research
- We reiterate our OUTPERFORM rating for NLG but cut target price by 3% to VND41,000/share. - Our lower target price is mainly due to (i) a 26% decrease in our aggregate 2023-2025F presales forecast amid slower-than-expected QoQ improvement in property ma