VTP [MARKET PERFORM -6.2%] - Scaling down trading business; lower service GPM YoY in 2024 - Update
  • 06 Sep 2024
  • Company Research
- We maintain our MARKET PERFORM rating and cut our target price (TP) for VTP by 4% to VND69,000/share. - Our lower TP is driven by our 4% lower aggregate 2024-2033F NPAT-MI forecast (mainly driven by respective cuts of 2%/3%/4%/4%/4% for 2024/25/26/27/28