IDC RECOMMENDATION – EAGLE CATCHING THE WAVE
06/02/2025
TARGET PRICE: 62,500 VND/SHARE - February 06, 2025
- We project that the industrial park (IP) segment's profit margin in 2025 will remain at 58-63%, as revenue from this segment is primarily contributed by Phu My 2 IP and Huu Thanh IP with gross profit margins of 80% and 62% respectively. Additionally, there are 2 IPs currently under development in Ba Ria – Vung Tau and Tien Giang.- With favorable investment attraction policies, FDI capital into Vietnam in 2025 could reach 35-38 billion USD, higher than in 2024.- Electricity distribution activities increased as customers in industrial parks resumed production, reaching 1158 million kWh – compared to 1021 million kWh in the same period last year.
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