Report
Giao Nguyen ...
  • Thach Lam Do

Industrial Parks Industry 2025 - STEADY STEPS FORWARD

After recording the modest business results in 2024, we anticipate that industrial park companies will achieve more favorable outcomes in 2025, driven by: 1/ Vietnam's continued preferential policies for FDI enterprises, along with its competitive advantages in production costs (labor costs and electricity expenses) compared to other Southeast Asian countries, and 2/ The gradual resolution of policy bottlenecks (related to land and investment activities) starting from 2025 and beyond.

We regard that the industrial real estate stocks to be well-suited for long-term investment strategies. Among them, we favor companies with readily available land for lease and those poised to attract interest FDI enterprises, particularly Chinese firms, in the near future. These include KBC (Buy, TP: VND 40,600 per share), NTC (Buy, TP: VND 262,000 per share), and SIP (Buy, TP: VND 97,000 per share).
Provider
Viet Dragon Securities
Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

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Analysts
Giao Nguyen

Thach Lam Do

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