Analyst Pin-board Industrial Park – Bright outlook for the long-term
- Vietnam's industrial park prospects are bright with two main segments to be focused including land leasing and ready-built factory.
- We expect land rental prices to keep increasing. Hence IP developers who own large clean land banks will benefit the most given their low COGS.
- Along with the development of e-commerce and the shift of large FDI enterprises into Vietnam, IP developers who tend to expand to the ready-built factory segment are worth to pay attention to.
- Following the correction of the stock market, stock prices of IP tickers have adjusted down from the peak set in the year, making them become more attractive for mid- and long-term investment. Our favorite stocks include PHR (TP: VND 74,400), LHG (TP: VND 62,300), and DPR (Not rated).
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