Retail Sector – New opportunities for modern retail consumption
Posted: Sep 10, 2025
- The inclusion of retail, including e-commerce, into standardized regulations will create a fair and transparent market, enhancing competitiveness for modern retail chains.
- The modern market – convenience store segment is expected to replace traditional “makeshift markets”, as it meets essential consumer needs while keeping up with new consumption trends. We see MSN and MWG as key beneficiaries of this shift, with their WinCommerce and Bách Hóa Xanh chains.
- Consumer retail companies are in the early stage of a recovery cycle and deserve a higher P/E multiple, given the promising outlook for market share expansion in the modern retail model. We select MWG and MSN as top picks for this investment theme.
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