MONITORING RECOMMENDATION CSV – ABNORMAL PROFIT FROM FACTORY COMPENSATION
18/06/2025
RECOMMEND MONITORING CSV - BREAKTHROUGH PROFIT FROM FACTORY COMPENSATION
We recommend MONITORING CSV stock with the following arguments:
- Although CSV's Q1/2025 business results decreased compared to the same period, we believe that CSV still maintains a stable customer base and expects improvement in subsequent quarters thanks to its market expansion strategy and investment in a new factory in Nhơn Trạch.
- We note that CSV is facing competition from cheap imported goods (especially from China) and domestic companies such as Vedan, Đức Giang Chemicals. The selling prices of NaOH and HCl may continue to be under pressure if demand is weak. Additionally, factory relocation costs and restrictions on expansion permits due to environmental requirements are risks to consider.
- CSV's business outlook for the upcoming period is positive due to increased caustic-chlorine demand, technological advantages, and the Nhơn Trạch 6 project.
Register to receive the detailed recommendation report here: https://forms.gle/f2JZ9SWJUnH13atBA
Special offers for customers opening new accounts at AAS
The Portfolio Ratio Selling feature of Smartsell is suitable for customers needing to quickly sell securities.
More
Quan tâm nhiều
Market Insight Reports
-
MARKET INSIGHTS_03092025
Market Insight Reports
-
MARKET INSIGHTS_14102025
Equity Reports
-
BUY RECOMMENDATION HDG – REAL ESTATE SEGMENT IN ITS PRIME
Equity Reports
-
BUY RECOMMENDATION FOR MWG – PRICE INCREASE DRIVER LIES WITH THE MANAGEMENT
Related Articles
We initiate a BUY recommendation for HDC with the following investment highlights: – Key drivers in 2025 include the divestment of the Dai Duong (Antares) project and the planned handovers at The Light City and Ngoc Tuoc 2.For The Light City, the resumption of sales in 2025 is expected to not only boost revenue and […]
We recommend to BUY VCG stock with the following arguments:– Q1/2025 is a temporary slowdown period for VCG’s profit, however, we believe that the construction and installation foundation is solid, financial costs are controlled, and Vinaconex has much room to break through in the following quarters.– Large public investment backlog ensures stable revenue: 2025 is […]
We recommend BUY stock CTD with the following arguments:– In fiscal year 2025, CTD’s total backlog value reached over 35,000 billion VND, the highest ever, solidifying this company’s growth potential in the coming years.– Current construction demand in Vietnam, directly linked to CTD’s backlog, primarily falls into 3 segments: urban/residential, hotel – resort, and industrial […]
We recommend BUYING MWG shares with the following arguments:– The company continues to expand its key segment Bach Hoa Xanh into the Central and Northern markets, currently achieving relatively positive results while the Southern market continues to optimize.– The ICTs segment achieved higher-than-average industry growth. The remaining segments are negligible.And some risks investors should also […]
We recommend BUY power sector stocks with several prominent growth drivers:▪️ Shifting power source structure: Vietnam’s power sector currently relies on coal as a stable backbone, but renewables are rapidly increasing thanks to PDP8. Output and capacity are slightly increasing due to new projects like LNG Nhơn Trạch 3 (750 MW COD 2025), but recent […]
