We reiterate our BUY rating and raise our target price (TP) by 2.0% to VND155,100/share, implying a projected total stock return (TSR) of 25.8%, inclusive of a 6.9% dividend yield. Our higher TP mainly reflects our 5.7%/6.3% increases in our NPAT-MI forecasts for SCS in 2021/2022F as we expect higher estimated average services prices (ASP) over 2021-2022F thanks to the contribution of COVID-19 vaccine imports to Vietnam.