Company Report

2Q results looking to beat consensus

2Q earnings could reach VND2,700 billion, up 32% yoy

New ship purchases delayed to 2H

Signs strategic agreement with Apple

10% fall in 2020E guidance; Mcredit role increasing

Earnings up double digits in May

Flat 2020E guidance; higher credit costs

Sales up double digits after five months

May exports show early signs of recovery

Headwinds ahead