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In the short run, we are NEUTRAL towards both VN consumer discretionary and consumer staples stocks. Investors can still find opportunities to invest in potential individual stocks (especially midcap and lowcap) in the two subsectors. In the long run, there are opportunities for companies from both subsectors and we assess the long-term outlook to be PROMISING for both subsectors.
05/06/2025
COMPETITIVE ADVANTAGES OF F88 Market Leadership and Dominant Scale: F88 is Vietnam’s largest pawnshop chain, far surpassing competitors in its segment...
26/05/2025
GTJAVN Research_ Bản tin thị trường ngày 30-5-2025 2025 OUTLOOK: KEY DRIVERS FROM PUBLIC INVESTMENT AND RESIDENTIAL REAL ESTATE RECOVERY In 2025,...
15/05/2025
ENG_GTJASVN_MCH Equity Report_Unleash Potential with the Transition Plan to HOSE