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MWG [BUY +39%] - Consumer Electronics to Jumpstart Growth - Update

Company Research

11 Aug 2015

Stellar 1H15 on aggressive store expansion especially in consumer electronics with a unique store format, a timely move in our view. FY15 EPS forecast raised by 10% as pace of store expansion in DienmayXANH chain (consumer electronics) has exceeded our expectation. Management expects to announce the new retail chain in 4Q15. MWG remains the top platform to play Vietnam’s emerging retail sector. Stock grossly undervalued with FY15 PER of 10.2x and FY16 PER of 8.3x.
Tags: MWG

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