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Mobile World Investment (MWG VN)
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62
Analysis
Consumer Discretionary
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Vietnam
Mobile World Investment Corporation is a mobile retailer in Vietnam. The company specializes in mobile phones, tablets, laptops, accessories and other related products through its Thegiodidong store network.
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bullish
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Cross Asset Strategy
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24 Jun 2024 18:33
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
Angus Mackintosh
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212 Views
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bullish
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Erajaya Swasembada
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24 Jun 2024 08:00
Erajaya Swasembada (ERAA IJ) - Less New Stores with Higher Volumes
Erajaya will slow its store buildout this year as it focuses on productivity ny it is still expected to add 200 new stores in Indonesia. Valuation...
Angus Mackintosh
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230 Views
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bullish
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Cross Asset Strategy
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18 Jun 2024 00:35
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
Angus Mackintosh
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137 Views
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bullish
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Sea
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17 May 2024 23:39
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
Vermilion Research
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375 Views
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bullish
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Erajaya Swasembada
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23 Nov 2023 20:38
Erajaya Swasembada (ERAA IJ) - Coming Out a Squall
Erajaya should see a reovery in 4Q2023, given plans to limit store expansion plus a lack of write-offs. Trading on 5x FY2024E PER with forecast...
Angus Mackintosh
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440 Views
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