VHM [BUY +55.3%] - Bulk sales on track to support 2023F earnings - Update
  • 12 May 2023
  • Company Research
- We reiterate our BUY rating for VHM but cut our target price from our RNAV valuation approach by 1.1% to VND79,500/share. Our lower target price is mainly due to (1) a higher net debt balance at end-Q1 2023 and (2) our more conservative projection for n