MCH Roadshow: Investors crowded the hall, expecting VN30 after 6 months

(Dan Tri) - The Sheraton Hotel, Ho Chi Minh City on the afternoon of December 4th had no empty seats in the event where Masan Consumer Goods Corporation (MCH) organized the roadshow "Listing on HOSE and the growth story", showing the attraction of the "family heirloom diamond" of MSN.

Right from the check-in hall, the atmosphere was crowded, gathering many investment funds, securities companies and individual investors. Today's full hall showed the market's great expectations for one of the most special securities about to be listed on HOSE in many years.

In fact, with the expected capitalization, MCH will have the 7th largest value in the whole market and the 1st largest in the FMCG industry, deserving to be the focus of investors and the most "unique product" in the top 10 bluechip stocks that have long been in the hands of banking and real estate enterprises.

MCH's roadshow attracted hundreds of investors, securities companies and large investment funds.

MCH has several key factors driving investor interest.

Mr. Hoang Nam, Director of Research and Analysis of Vietcap Securities, said that when listed, MCH brings a great opportunity to invest in an industry that is the backbone of the Vietnamese economy .

MCH shares have a lot of momentum waiting in the coming period. Mr. Nam assumes that MCH will be listed on HOSE in December, and 6 months later the shares will be considered for margin (margin trading). Thanks to that, this stock will receive large capital flows from investors.

MCH is expected to soon be included in the VN30 stock basket after 6 months of listing on HOSE.

"Based on current data, we estimate that MCH will be added to the large index basket VN30 in June 2026, followed by index baskets of large investment funds in Vietnam. MCH has satisfied almost all the criteria to be added to the FTSE basket - something that investors have been waiting for a decade," said Mr. Nam.

Regarding MCH's liquidity, MCH's current growth rate is expected to quickly reach an average increase of 200% after 6 months, corresponding to the increase in stock price.

Decoding the product's success and the secret of MCH's "money printing machine"

Before that, opening the roadshow, Mr. Truong Cong Thang - General Director of MCH - introduced the logo image of the stock code MCH with the message "around the world and always moving forward". According to Mr. Thang, when doing business, MCH always wants to be the leader, with the goal from the beginning that every Vietnamese family has a Masan product.

Mr. Truong Cong Thang - General Director of MCH

“We did it 5 years ago. Now, we aim to have 1 Masan product for every Vietnamese person, through the development of personalized products. MCH has maintained high growth and high profits for a long time, reaching a penetration rate of 98% in Vietnamese households. In the period 2017-2024, the company's growth reached 13% - double Vietnam's GDP.

The 20% compound growth in after-tax profit in the 2022-2024 period and 45% gross profit will help MCH have enough money to invest in building a strong brand, distribution system and paying good income to employees. Along with that, from 2018 to 2024, the company has paid 1.5 billion USD in cash dividends to Vietnamese and foreign shareholders. I hope this spirit will continue to be maintained in the future, so that we can share more profits with shareholders when we go to HOSE," said Mr. Thang.

Decoding the success of MCH products, Ms. Le Thi Nga, R&D Director, revealed that this company owns a research and development team of 50 international experts from Japan, Korea, the US, China... and 150 PhDs, Masters, and engineers graduated from food schools in the US, Russia, and domestically. Thanks to that, this company has launched 1,200 new products from 2002 to present, of which, 20% of the products have been successful and contributed significantly to the group's revenue.

Ms. Le Thi Nga, R&D Director of MCH.

“This figure is up to 4 times higher than the average success rate in the Asian FMCG industry. We research more than 100 products each year, test sales at WCM with a system of nearly 4,500 stores, thereby reducing 50% of the time to market compared to companies in the same industry (15 days compared to 30 days) and less than 12 months from idea to product launch nationwide (6-12 months compared to 24-36 months),” said Ms. Nga.

Clarifying the growth drivers of each industry group, Ms. Nguyen Truong Kim Phuong, Marketing Director of MCH, revealed that the company soon shifted from serving the “family kitchen” to the personalized needs of 100 million Vietnamese consumers, while expanding its portfolio of high-end and popular products to quickly capture the rapidly growing consumer market in Vietnam thanks to significant GDP growth.

Ms. Nguyen Truong Kim Phuong, Marketing Director of MCH

MCH's goal is to reach and capture 10-20% of the market share of 15.7 billion USD by 2030 with complete meal solutions, premiumizing products such as premium Chin-su fish sauce priced at 15 USD/liter to demanding markets such as Japan and Korea.

MCH's “Consumer-tech” weapon offers long-term prospects

Mr. Yuri, Chief Technology Officer of Masan Group, said that the Retail Supreme “weapon” and the Digital 4P platform are helping the group to comprehensively digitize the value chain. Instead of the traditional push-pull model which lacks data and is prone to inventory, Masan develops an ecosystem that connects directly from the factory to 345,000 digitized points of sale and reaches consumers through identification codes on each product.

This system allows businesses to capture data in real time, thereby accurately forecasting demand, optimizing inventory and reducing operating costs. Not only does it increase business efficiency, this model also creates a significant competitive advantage in technology, opening up the ability to personalize products and services for each region and each customer group.

According to Mr. Yuri, this is also the foundation for Masan to expand its scale without increasing costs accordingly, while building a "smart value chain" that competitors will find difficult to copy in the short term.

Mr. Nguyen Dang Quang - Chairman of MSN - suddenly appeared at the roadshow.

Agreeing with this opinion, Mr. Nguyen Dang Quang, Chairman of Masan Group, said that with “consumer-tech”, MCH is “doing the same things differently”. According to Mr. Quang, the mission of serving consumers has not changed, but technology will promote it faster, more valuable, and more effective.

Masan Consumer (code: MCH) is a member company of Masan Group (code: MSN) that owns a diverse portfolio of FMCG products in the fields of spices, convenience foods, beverages, personal and family care, with familiar brands such as CHIN-SU, Nam Ngu, Omachi, Kokomi, and Wake-up 247.

With the mission of serving consumers, Masan Consumer has constantly innovated to bring quality products, meeting the essential needs of millions of families. Masan Consumer products are present in more than 98% of Vietnamese households and introduce the quintessence of Vietnamese cuisine to more than 26 countries around the world.

Source: https://dantri.com.vn/kinh-doanh/roadshow-cua-mch-gioi-dau-tu-chen-chan-tai-hoi-truong-ky-vong-vao-vn30-sau-6-thang-20251204194731188.htm