Potential "super stock" with continuously growing gross profit margin

The list of potential stocks is selected and evaluated based on the comparison of gross profit margin between the last 2 quarters and the previous year, with growth in revenue and profit. At the same time, it must satisfy the criteria on transaction value.

The list of potential stocks is selected and evaluated based on the comparison of gross profit margin between the last 2 quarters and the previous year, with growth in revenue and profit. At the same time, it must satisfy the criteria on transaction value.

According to Mirae Asset Securities Company, after filtering by criteria, there are 25 codes in the super group - "super stocks" (PV) with the basic condition that the gross profit margin in the fourth quarter of 2024 is greater than the gross profit margin in the third quarter of 2024 and both are greater than the gross profit margin in 2023. Among them, we can mention businesses in the retail group (FRT, PET), real estate (DXG, TDC, SJS...); food (MSN, DBC...), construction (VCG, NTP...).

Source Mirae Asset.

Based on the selection results, Mirae Asset believes that essential industries such as food and electricity are still safe choices thanks to their stability. In particular, the revised Power Plan VIII and the Electricity Law (amended) aim to build a more competitive power generation market, while electricity demand is expected to continue to grow strongly in 2025.

Besides, industries with recovery stories and prospects are suitable choices when falling to attractive price ranges.

Real estate : Interest rates remain low, along with projects gradually removing legal obstacles. The Law on Real Estate Business (amended) and the Law on Construction (amended) taking effect from the beginning of 2025 will add momentum to the recovery.

Retail : Recovery of domestic and international consumer demand, coupled with government policies to promote domestic consumption.

Rubber : Global supply shortage and rubber prices remain high.

Construction : With the target of 8% GDP growth, the government will promote public investment disbursement, creating great prospects for the construction industry.

Transport and warehousing : May benefit from rising freight rates as geopolitical tensions in the Middle East remain complex.

In addition, the US imposition of tariffs on China could accelerate the trend of shifting supply chains, helping Vietnam become a transit point.

In addition to the above "super stocks" group, Mirae Asset's analysis team also released a list of 9 "Good" stocks - good with the basic condition that the gross profit margin in the fourth quarter of 2024 is greater than the gross profit margin in the third quarter of 2024, including VIC, CTS, GEX, VHC, HVH, PC1...