PVT [O-PF +18.9%] - New refinery sparks growth for the giant energy transporter - Initiation
  • 08 Mar 2017
  • Company Research
We initiate PVT at OUTPERFORM with a +18.9% TSR inclusive of a dividend yield of 3.8%. We forecast earnings to decline temporarily by 16.3% YoY in 2017 due to a two-month maintenance at Dung Quat refinery and slight margin compression on lower tanker rate