TPB [OUTPERFORM +19.6%] - Lower pressure from bad debts, better outlook in 2024F - Update
  • 05 Feb 2024
  • Company Research
- We increase our target price (TP) for TPB by 10.7% to VND21,700/share and maintain our OUTPERFORM rating. Our higher TP is mainly driven by (1) a 1.9% aggregate increase in our projection for 2024-2028F NPAT, and (2) our increase in TPB’s target P/B to