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Mobile World Investment (MWG VN)
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63
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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Erajaya Swasembada
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30 Jul 2019 14:29
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - (Summary Note)
This insight is meant for you who may not have the time to read through a long note on Erajaya (ERAA): Growing Sustainable Smartphone Demand in...
Henry Soediarko
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485 Views
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bullish
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Cross Asset Strategy
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17 Jun 2019 13:06
The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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589 Views
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bullish
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Mobile World Investment
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17 Jun 2019 09:43
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...
Dylan Waller
522 Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2019 23:20
Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
Dylan Waller
485 Views
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bullish
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Thematic (Sector/Industry)
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15 Oct 2018 11:58
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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404 Views
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