BUY RECOMMENDATION FOR PVT – RIDING THE SHIPPING WAVE
06/05/2025
We recommend BUY for PVT stock with the following arguments:
- The crude oil transportation market is stable due to increased output from
Dung Quat Refinery.
- In 2024, PVT expanded its fleet by adding 8 new vessels, which are expected to be fully operational in 2025, increasing total capacity by +30% YoY.
- LPG vessel freight rates remain good in the
VLGC segment.
- Healthy financials: Long-term capital structure/Long-term assets ratio reached 1.26 times at the end of 2023 and is expected to increase to 1.23 times by the end of 2024, ensuring operational safety.
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