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VJC - Strong operating performance, FOL raise should support price - AGM note

Company Research

20 Apr 2017

We attended VJC’s AGM on April 20, 2017. The AGM was smoothly run and all the proposals were approved by shareholders. Revenue grew by 38.6% to VND27.5 trillion (USD1.24 billion) in 2016 and revenue excluding sales of aircraft surged by 44% to VND15.9 billion (USD718 million) driven largely by a 51% surge in passenger volumes. Shareholders agreed on a proposed FOL lift from the current 30% to 49%, but this is still subject to government approval.

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