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Report summary
We prioritize consumer staples stocks over discretionary stocks in 2025 for the following reasons:
We anticipate that the VNCONS (consumer staples index) stocks will outperform the VNCOND (consumer discretionary index) stocks in 2025.We recommend VNM as a stock pick and assign an ACCUMULATE rating to VNM with a target price of VND 70,000 for the next 6 to 18 months, representing a +13.4% upside compared to the current trading price of VND 61,700 (reference price on January 9, 2024).
LINK TO DOWNLOAD THE REPORT: (EN) GTJASVN Research_Consumer Sector Outlook 2025_Jan 2025_v2
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