BOM is going to buy MWG after sharp decline in market cap

by finandlife25/03/2020 20:49

MWG is known as the super stock in Vietnam. Most of fund has to hold MWG in their portfolio if they don’t want to underperform. But everything collapses very quickly. Market capital was 50 thousand Vietnam Dong, equivalent 2 billion US Dollar at the end of 2019, but now its market cap is 31 thousand Vietnam Dong, equivalent 1.3 billion US Dollar. The price shrink 40% in 3 months. That’s really crazy.

We have followed the MWG's fair equity and market cap to determine the GAP day by day. This sharp decline creates the biggest GAP between market cap and fair equity in the history. It never be easy to predict the future, no one can be sure the earnings of MWG in the next three year, especially in this Covid 19 epidemic situation. But the huge drop of price in the very short time may trigger new players.

BOM is going to buy 2 million shares. That is necessary, and we expect to see they can keep the fast growth in the coming years.

FINANDLIFE

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KQKD sơ bộ 8 tháng đầu năm của MWG, LNST tăng trưởng 37% cùng kỳ

by finandlife21/09/2019 12:33

Giá mục tiêu gần nhất 215k đồng/cp.

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MWG - TỐC ĐỘ MỞ CỬA HÀNG VƯỢT KỲ VỌNG

by finandlife10/08/2019 09:13

"Chúng tôi đã tham dự buổi tham quan các cửa hàng và gặp gỡ NĐT của CTCP Đầu tư Thế giới Di động (MWG) trong 2 ngày qua. Nhìn chung, các điểm ghi nhận chính củng cố cho quan điểm tích cực của chúng tôi về MWG. Chúng tôi cho rằng có khả năng điều chỉnh tăng dự báo hiện tại, dù cần đánh giá chi tiết hơn, đặc biệt là liên quan đến tốc độ mở các cửa hàng DMX (chuỗi bán lẻ điện máy) và BHX (chuỗi siêu thị mini), doanh số/cửa hàng của BHX cũng như đóng góp doanh thu từ các mảng mới như đồng hồ và mắt kính."

ĐẶNG VĂN PHÁP, VCSC

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MWG tăng trưởng 16% doanh thu, 38% lợi nhuận và 39% doanh thu online 1H2019

by finandlife27/07/2019 11:52

“Mục tiêu của tôi bây giờ là doanh thu 10 tỷ USD năm 2022”

Nguyễn Đức Tài

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MWG announced the first 5 months of 2019, NPAT +39%yoy

by finandlife21/06/2019 16:14

MWG: Revenue and NPAT in the first 5 months of 2019 increased by 15% and 39% yoy. This result is mainly driven by the strong growth of the chain of malls, with revenue increasing by 23% over the same period. In addition, average sales per store went up 11% yoy, but the operating costs didn’t change lots.

BHX continued to grow well with an average sales / store estimate of VND 1.5 billion in May 2019, an increase of 7% compared to April 2019 and an increase of 22% compared to Q4 / 2018.

The consensus fair per share is around 160,000 dong, upside 80%.

We are issuing cover warrant for MWG. You are not Vietnamese, and you want to buy MWG stock. Please contact me via email thuong.huynhngoc@gmail.com.

FINANDLIFE

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Stocks

AUTOFEED

DISCLAIMER

I am an Investment Manager at TOP 2 Securities Co., in Vietnam. I started working in investment field as a junior analyst at a Fund in 2007. I have more than 13 years of experience in investment analysis. I have a deep understanding of Vietnam macroeconomics, equity research, and seeking investment opportunities. Besides, I am a specialist in derivatives, ETF, and CW. This is my private Blog. I use this Blog to store information and share my personal views. I don't guarantee the certainty. And I am not responsible when the user uses the information from the Blog for trading/investing activities. If you have any questions, please feel free to contact me via email thuong.huynhngoc@gmail.com. 

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