VPB [BUY +52.9%] - Cutting FEC’s earnings; parent bank remains key driver - Update
  • 27 Feb 2023
  • Company Research
- We maintain our BUY rating for VPB but decrease our target price (TP) by 3.7% to VND26,000/share due to (1) our 15.7% aggregate decrease in our projection for 2023-2027F NPAT-MI that outweighs (2) lowering our cost of equity assumption from 15.6% to 14.