SSI [BUY +23.1%] - Cutting 2022F ADTV but positive on year-end recovery

- We cut our target price (TP) for SSI by 3.3% to VND29,400/share but maintain a BUY rating. - Our lower TP is derived from (1) a 1.1% aggregate decrease in our forecast for 2022-2026F NPAT-MI and (2) an increase in our house cost of equity from 12.5% to