PPC [OUTPERFORM +18.9%] - Strong future earnings growth to boost yield - Update
  • 08 Mar 2024
  • Company Research
- We lower our target price (TP) for PPC by 3% to VND14,900/share and maintain our OUTPERFORM rating. Our lower TP reflects (1) a 5% lower valuation for PPC’s standalone power generation business, due to a 3.6% cut in our 2024-2028F aggregate NPAT-MI fore