Electricity Sector Stocks Show Buying Point
20/10/2025
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 developments indicate a risk of power shortage in the North due to low hydropower output.▪️ GDP-parallel growth – greening trend: The power sector's output and capacity will continue to grow in line with national GDP. Furthermore, the greening trend will remain a dominant trend in the future, with a significant increase in investment observed since 2022. PDP8 also demonstrates a commitment to reduce coal-fired power to 0% and have 75% come from renewable energy sources.▪️ Core policy – competitive retail market: (Circular 16/2025/TT-BCT, effective 01/02/2025): Comprehensive VWEM operation regulations. Principles: Transparency, fairness, equality, healthy competition; State regulation ensures system safety.👉 Get Recommendation Report here
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