Masan Group_Update (MSN VN/BUY)
Mirae Asset Securities (Vietnam) JSC Nguyen Tien Duc, [email protected]
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Masan Group (MSN VN/Trading Buy/TP VND131,000)
EPS growth (21F,%) 280.8% Free float (%) 38.7
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Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
319 Views
Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
429 Views
Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
658 Views