Macro Strategic Reports | Going Green portfolio for May, 2023

Going Green portfolio for May, 2023

08/05/2023

Summary

The Going Green portfolio last had a return of +13.42% YTD, outperforming the return of the VN Index - 3.67% YTD. The strongest gainers in the portfolio were: PC1 (+39.85% YTD), VSH (+30.78% YTD), and POW (+22.07%). Meanwhile, the last two strong gainers, GAS (-9.36% YTD), and REE (-5.20% YTD) slowed down.
Update 1Q2023 business results of Going Green portfolio, total revenue decreased by 7.3% YoY, the net profit increased slightly by 0.5% YoY. GAS's revenue decline (-20% YoY) was the main reason for the decrease in total revenue. For power producers in the portfolio (except GAS, CNG), total revenue and net profit increased by 18.9% YoY and 5.0% YoY, respectively.

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