VNM [OUTPERFORM +19.6%] - Moderate growth intact; lack of strong re-rating catalysts - Update
  • 14 Feb 2022
  • Company Research
We downgrade our rating from BUY to OUTPERFORM as we now believe that VNM’s mid-single-digit growth prospects (including 4% EPS growth in 2022F) will curb a strong valuation re-rating for the stock. That said, VNM’s 2022F P/E of 17x (based on our forecast