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MSN - Vietnam's No.1 Consumer Goods Group - Entering the Growth Today, we would like to introduce our valued customers at Hưng Đạo Investment to the next strategic investment opportunity: MSN - Masan Group Corporation. Criterion 1: Leadership Team Assessment “Quang Masan” – full name Nguyễn Đăng Quang, Chairman of the Board of Directors. Danny Le – CEO of Masan Group Corporation. Masan’s leadership team is a refined combination of finance, strategic vision, and technology—a blend of experience and innovation, tradition and modernity. Sometimes, their strategy resembles that of a business mafia—why do I say this? Read on to understand their product and service approach below. Leadership ownership: 45% of publicly traded shares are in the hands of the Board of Directors. 25% is held by foreign investors and institutions. Around 30% of free-floating shares are available for market making. The concentrated ownership of MSN is at a moderate level, which may impact the company’s growth acceleration in the future. Particularly, after the 73-80 range, a significant stock transaction has already been executed. Criterion 2: Masan’s Products and Services – Market Utilization & Competitive Advantage MasanAuth follows these core values: Masan's two golden eggs: Consumer Goods (Masan Consumer) Retail (WinCommerce) These two core business segments contribute nearly 80% of Masan Group’s revenue and profit and are its key growth drivers in the coming years. Nearly 99% of households in Hanoi currently use Masan’s products, such as: Fish sauce, seasoning, instant noodles, chili sauce, detergent, bottled water, beer, soft drinks, etc. Shopping at WinMart and WinMart+ stores, despite slightly higher prices compared to traditional markets. Masan dominates five key product categories with annual revenue of $150-250 million each: Kokomi, Omachi, Chinsu, Nam Ngư, Wake-up 247, contributing 80% of Masan’s total dollar revenue. Even those who previously had no preference for Masan’s products have unknowingly become loyal customers. The company has successfully infiltrated consumer habits by: Owning thousands of WinMart stores, strategically located near residential areas, schools, and commercial hubs. Optimizing shelf space, ensuring Masan products are always available while competitors’ products gradually disappear. Masan’s products may not be the best, but they have successfully shaped consumer behavior. This is a competitive advantage that Mobile World (Thế Giới Di Động) cannot replicate in retail—they can only follow or play catch-up. Criterion 3: Financials, Assets, Debt, Profit Margins Masan’s revenue has doubled compared to the 2015-2019 period (VND 31,000-45,000 billion), reaching VND 77,000-88,000 billion in the past 5 years. In 2024, Masan achieved VND 83,456 billion in revenue. Hưng Đạo Investment projects a 40-50% revenue growth from 2025-2029, reaching VND 130,000-140,000 billion. Key financial highlights: Debt: Masan’s total debt stands at VND 65,000 billion, representing 44% of total assets (VND 147,000 billion). Although not a risk, high debt levels impact short-term profits due to VND 2,400 billion in annual interest expenses. Liquidity: Cash and cash equivalents are VND 16,000 billion, a strong indicator of healthy business operations. Selling expenses: Increased to VND 14,500 billion in 2024, up from VND 11,500-12,500 billion in previous years, signaling strong sales expansion. Profit margins: Improved for three consecutive years, reaching 29.6% in 2024 (vs. 28.3% in 2023). With Vietnam’s GDP growth target of 8% in 2025 and at least 10% in 2026, Masan is well-positioned to capitalize on macroeconomic expansion. Criterion 4: Market Outlook, Valuation, and Investment Strategy What’s next for MSN’s stock price? How should individual investors position their investments? 📌 Follow our updates for Masan’s 2024 Annual Report, set to be released in Q1 2025, for more details on upcoming strategic growth opportunities.
HOSE:MSNLong
by ngohungsky941
chiến lược đơn giảnThe example strategy is a simple moving average crossover system designed to identify potential buy and sell signals. It calculates a 50-period simple moving average (SMA) and monitors the price movements relative to this indicator. When the closing price crosses above the SMA, the strategy enters a long position. Conversely, when the closing price crosses below the SMA, it closes the long position. This approach aims to capture trends by following the price momentum. The strategy is implemented using Pine Script in TradingView and can be optimized by adjusting the SMA period or adding risk management parameters.
HOSE:VCB
by quynhvln2
VinHomes (VHM)- Long runVinHomes (VHM) stock has entered Phase C of the accumulation process, indicating a pivotal moment in the Wyckoff method. This phase is crucial as it often precedes a shift towards a renewed uptrend. During Phase C, investors might observe signs of strength as the stock begins to assert its readiness to move out of the consolidation zone. This stage is characterized by a test of support levels, without new lows being made, suggesting that selling pressure is diminishing and demand is starting to dominate. For traders and investors following the Wyckoff method, this transition signals an opportune moment to consider positions in anticipation of the next growth phase. It's a time when the market forces align, showcasing the potential for VHM to embark on an upward trajectory as it moves into the markup phase.
HOSE:VHMLong
by ADSV11
HOSE-MSN-BUY for Long-term 2024According to technical analysis: Based on DMI indicator, the negative indicator line is getting very close to the positive indicator line. And based on MACD indicator, the level line cross histogram. We predict that the time these two lines intersect will fall in June or July 2024. Thus, after closing the June or July 2024 frame candle, there is a high possibility that MSN price will return to the VND 80.x range from the current price of VND 74.x.
HOSE:MSNLong
by ThaoVuDuc
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