VNM [O-PF +16.6%] - Solidifying its dominant position, but margins could soften - Update
  • 15 Nov 2016
  • Company Research
We reiterate our OUTPERFORM rating for VNM despite lowering our FY17 earnings forecast. Market share gain continues to fuel 20% domestic volume growth in FY16F and 12% in FY17F. Selling expense growth starts to peter out as we project it to grow in line w