TPB [OUTPERFORM +11.4%] - High NPL formation erodes provisioning buffer - Update
  • 07 Aug 2023
  • Company Research
- We lower our target price (TP) for TPB by 4.4% to VND21,500/share and downgrade our rating from BUY to OUTPERFORM as the bank’s share price has increased by 37.6% YTD. Our lower TP is mainly due to an 8.7% decrease in our aggregate 2023-2027F NPAT (-6.2