DMX expects Q4 2026 profit to be no lower than Q3, supported by the year-end shopping season, and targets 2026 profit after tax of VND 10,000 billion (+64% YoY), though it could exceed VND 10,500 billion, with 2027 revenue and profit after tax expected to rise 15% and 20%. Vietcap says the planned ban on imports of used electronic devices from 1/1/2027 is likely to benefit DMX, which mainly sells new, genuine products. Management expects ICT and electrical appliances to grow double digits in 2027 and later years, driven by AI-related upgrades, the end of Windows 10 support and replacement of devices bought in 2020–2022. With a market share of about 50% in each category, DMX sees room for further expansion. The House of Future model (AI, Robotics, Smart Home) is expected to launch in Q4 2026 or Q1 2027 at the latest, with no emphasis on revenue or profit targets in the initial phase.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Một quyết định có hiệu lực từ 1/1/2027 sẽ hỗ trợ Điện Máy Xanh mở rộng thị phần
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Related tickers and likely impact
MWG
▲ Likely positiveMobile World
Relevance: medium
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Retail |
| Industry | Broadline Retailers |
| Market cap | 106,693 bn VND |
| P/E | 9.5 |
| P/B | 2.33 |
| Close on 11/04/2026 | 74.50 |
| Change that session | +3.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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MWG (Thế Giới Di Động) reported nine-month net revenue of 147,953 billion VND, up 30% year on year, averaging over 540 billion VND a day, and has completed 80% of its 2026 revenue plan of 185,000 billion VND. The Điện Máy Xanh group generated nearly 99,200 billion VND, up 29%, with same-store revenue growth of 30% and buy-now-pay-later accounting for 38% of sales. Bách Hóa Xanh reached 45,900 billion VND, up nearly 34%, while Erablue in Indonesia grew revenue 86% and opened 156 stores. The system now totals 7,777 stores, including 3,340 Điện Máy Xanh, 3,904 Bách Hóa Xanh, 438 An Khang pharmacies and 95 AVAKids.
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