BUY RECOMMENDATION FOR VCG – LEADING THE PUBLIC INVESTMENT GROUP
04/09/2025
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 the peak period for public investment disbursement (planned ~795,000 billion VND), helping projects such as the North-South Expressway, Ring Road 3, Long Thanh... accelerate progress, thereby contributing to a breakthrough in construction and installation revenue.
- The divestment of VCR is a "financial leverage" that will brighten VCG's profit picture in 2025, especially in the context of needing more cash flow for key projects.Register to receive detailed recommendation report here: https://forms.gle/f2JZ9SWJUnH13atBA
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