Decoding the Attraction of Masan Shares: Why Are Foreign “Sharks” Hunting Them?

In the last trading session, Masan Group’s MSN stock attracted nearly 5.9 million shares from foreign investors, with the VanEck Vectors Vietnam ETF increasing its weight in MSN to 7.15%. This attraction stems from the positive operational performance and strong growth potential of its core business segments such as WinCommerce, Masan MEATLife, and Masan Consumer. WinCommerce recorded stable revenue growth, reaching 25 trillion VND in the first eight months of the year. Masan MEATLife also showed impressive growth with 999 billion VND in revenue in August, thanks to the efficient distribution system from WinCommerce. Masan Consumer’s exports surged 35% thanks to the Asian markets. Besides internal factors, MSN benefits from the government’s plan to upgrade Vietnam’s stock market to a secondary emerging market, which is expected to attract significant foreign capital. MSN stock is viewed as an attractive investment opportunity due to its potential valuation and a foreign ownership cap of up to 75%. The anticipated listing of its subsidiary MCH on the main exchange is also expected to generate higher value for Masan.