Viet Dragon Securities - Analyst Pin-board FB sector - Key behavioral changes in household spending during lockdown periods

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Viet Dragon Securities

Son Tran

Analyst Pin-board F&B sector - Key behavioral changes in household spending during lockdown periods

Consumer confidence on economic situation is still low versus normal level with 54% of households are facing financial problems and more than 50% of households with income lower than 17 million VND (736 USD) are witnessing rising financial difficulty.
Consumers will continue to rationalize their spend by understanding the role of categories and its ability to command pricing, leading to the shift of consumer behavior to value offer, and focusing more on price factor and products on sale.
FMCG demand to keep growing in the new normal to serve home eating, led by (1) the more importance of home life, (2) more F&B companies try to shift products toward home eating and (3) food delivery to develop on a continuous increased adoption rate in Vietnam.

03/12/2021 6 EN

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Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

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Analysts

Son Tran

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Analyst Pin-board F&B sector - Key behavioral changes in household spending during lockdown periods

CTG - Solid Growth Outlook as Provisioning Pressures Subside

BREAKING ABOVE 1,300 POINTS

Comparison of domestic natural gas and LNG fuel sources

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