STB [BUY +36.5%] - Increasing 2020F legacy asset clearance to VND11.5tn - Update
  • 2020-11-09T19:15:03
  • Company Research
We reiterate a BUY rating for STB and lift our target price (TP) by 13.3% to VND18,700/share. Our higher TP is mainly driven by a 1.4% average increase in our 2020-2025F NPAT, a decrease in our discount rate from 14.2% to 13.0% and the positive effect of rolling over our TP to end-2021. Our changes in adjustments for legacy assets under the market capitalization to loans and deposits approaches do not have significant impact on our change in TP.