PLX [OUTPERFORM +11.1%] - Further base price review to ease supply shortage - Update
  • 23 Nov 2022
  • Company Research
- We lower our target price (TP) for PLX by 43% to VND28,400/share and downgrade our rating from BUY to OUTPERFORM due to our 1) 29.3% lower aggregate 2022-2026F reported NPAT-MI and 2) 100-bp/300-bp increases in our equity risk premium/cost of debt assum