PLC [BUY +27.9%] - Premier play on Vietnam’s infrastructure renaissance - Initiation
  • 11 Apr 2025
  • Company Research
- We initiate our coverage of PLC with a BUY rating and target price of VND29,050/share (implied TSR of 27.9%, including an expected 4.3% yield). PLC leads Vietnam’s asphalt market with a 30% share, double the capacity of its nearest rival, and has seven