PPC [OUTPERFORM +17.6%] - NPAT 2024 to jump on reoperation of S6 generator - Update
  • 25 Oct 2023
  • Company Research
- We lower our target price for PPC by 14% to VND15,200/share but maintain our OUTPERFORM rating. Our lower TP reflects (1) a 5% lower valuation for PPC’s standalone power generation business, due to a 14% cut in our 2023-2027F aggregate NPAT forecast, (2