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...
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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...
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[Company Report] MWG - Bach Hoa Xanh: Improvements on the Way
Bach Hoa Xanh – the grocery chain has been identified by MWG as its focus for the medium and long term. We believe Bach Hoa Xanh is showing a lot...
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Sector Capsule: Supermarkets in Vietnam
In 2017, supermarkets increased by 8% in current value terms, to reach VND46,323.3 billion. The trend towards mini supermarkets boosted the number...
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Sector Capsule: Electronics and Appliance Specialist Retailers in Vietnam
In 2017, electronics and appliance specialist retailers recorded current value growth of 21%, to reach VND218,951.7 billion. Significant players...
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