Market Insights & Recommendations

REE - Simple but effective

Potential long-term growth from the expansion of strategic ports.

KDH - Long-term growth potential from a large land reserves in Ho Chi Minh City

Large land bank creates growth momentum as the real estate market recovers.

The product categories of the TGDĐ and ĐMX chains mostly recorded growth in the first quarter. The growth driver in Q1/2024 mainly comes from the electronics category due to record hot weather.

The outlook for car and truck consumption is expected to improve in the second half of 2024 when the registration fee reduction policy is approved.