AAA [NON RATED] - Capacity expansion to remain key theme - Visit Note
  • 2018-02-23T00:00:00
  • Company Research
We recently attended the company’s AGM and learned the following: AAA set a very ambitious 2018 plan at VND6tn in consolidated revenue (USD265mn, +46.3% YoY) and VND300bn (USD13.3mn, +34.5% YoY) in NPAT for its parent company. We expect it to complete such plan given expansion of both the parent company and its subsidiaries. 2018F EPS would be VND3,589, +31.5% YoY compared to 2017’s fully diluted EPS.