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PVT [BUY +34.1%] - Crude oil transportation a bright spot - Update

Company Research

26 Feb 2018

We raise our target price for PVT by 21.9% and upgrade to a BUY recommendation. We lift our 2018 earnings forecast by 15.2% due to solid transportation performance in 2017 thanks to aggressive cost-cutting which we expect to continue in 2018. 2018 earnings, hence, are expected to grow 15.1% YoY thanks to completion of Dung Quat’s maintenance and the initial crude transport volume from Nghi Son refinery from Q3 2018.
Tags: PVT

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