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VIC [MARKET PERFORM +9.4%] - Property and leasing to fund other business developments - Update

Company Research

28 Nov 2018

We change our rating for VIC to MARKET PERFORM from OUTPERFORM and trim our target price by 5% to VND111,000/share mainly due to a downward revision of our total property pre-sales value forecast given launching progress slower than our previous expectation. We revise down our 2018F NPAT-MI forecast by 32% to VND4.1tn (USD179mn, -8% YoY) on higher-than-expected profit sharing for a minority interest as a result of VIC lowering its ownership stakes at Vinhomes (VHM) and Vincom Retail (VRE
Tags: VIC

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