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MWG - OUTPERFORM - Management energised for aggressive 2015 - Update

Company Research

31 Dec 2014

Target price raised to VND122,500 supported by higher sales CAGR of 18% FY15-19E (up from 11.5%) on the back of more aggressive expansion plan. Our top-line and bottom line forecasts for 2015 trails guidance as we slightly adjusted our GPM and SG&A% assumptions to reflect management’s shift to more value-added offerings to increase store traffic.
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