VEA [BUY +56.9%] - Attractive valuation despite difficult short-term outlook - Update
  • 09 Apr 2020
  • Company Research
We reiterate BUY on VEA due to its compelling valuations despite COVID-19’s negative impact — especially in the short term — on Vietnam’s automobile (4W) and motorbike (2W) demand. We cut our target price by 14% as we lower our 2020F-2022F NPAT-MI by 14%