MWG
20
August
MWG – Brief – [HOLD] – BHX would open 50 – 100 stores in 2H24F
In 2Q24, MWG reported a net revenue of VND34,134bn (+15.8% yoy; 102% of our forecast), while NPAT increased to VND1,173bn (+66x yoy; 113% of our forecast). In 2Q24, BHX posted...
28
June
Retail sector – In-depth – [NONRATED] – It’s time for a sprint
In 1Q24, we see that consumers’ confidence reached the highest level of 78% in the last 5 quarters. Together with a more bustling production activity (especially in 2Q24 with IIP...
15
May
Retail – Note – [NONRATED] – Weak demand had different impacts
Consumer demand, in general, is not strong during the Tet holiday, but the impact varies among listed retailers. On the positive side, the consumer confidence index in 1Q24 increased to...
Featured Analysis
SBV ramps up repo injections
Derivatives: A reversal pattern?
Market commentary: Divergent movements
Chart of the day: Short-term sell signal?
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
Derivatives: Mounting selling pressure
Market commentary: Selling pressure persists
