GEE – Update – Beneficiary of the infrastructure investment cycle
Posted: Sep 17, 2026
- Vietnam’s leading electrical equipment supplier; revenue grew 46% YoY in 1H26, extending strong performance since 2024.
- We forecast a 25% net profit CAGR in 2026-27 (excluding extraordinary gains) as GEE benefits from Vietnam’s 2026-30 infrastructure cycle.
- Recommend ADD with a target price of VND82,200/share
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