VNM [MARKET PERFORM +8.5%] - Still on course for stable growth - Update
  • 16 Nov 2020
  • Company Research
We maintain our MARKET PERFORM rating. In our view, VNM’s current 2020F PER of ~22x looks full given its single-digit earnings growth outlook due to limited headroom for market share gains. We lift our target price by 13% thanks to a 1.2-ppt decrease in o