Daily Call

Daily Call
SSI Daily Call with Update on the National Assembly meeting and QNS 5M results

Market wrap: Markets extend the correction on decreased liquidity

Macro wrap: Update on the National Assembly meeting

Equity wrap: QNS VN (Outperform; TP VND 52,000): 5M23 prelim results

20/06/2023

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SSI Daily Call with Update on policy rate cut, infrastructure spending and NTC

Market wrap: Liquidity surpassed USD 1bn again on Foreign ETFs rebalancing day

Macro wrap: Update on policy rate cut & infrastructure spending

Equity wrap: NTC VN (Outperform; TP VND 185,900): NTC3 IP should be main growth driver for NTC between 2023-2027

19/06/2023

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SSI Daily Call with Update on VAT package and policy rates and VHM

Market wrap: Indices dimmed with lower traded value despite VN30F1M expiry

Macro wrap: Update on the VAT package and policy rates

Equity wrap: VHM VN: Withstanding difficulties

16/06/2023

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SSI Daily Call with Update on VND outlook and PLX

Market wrap: Bourses losing winning streak amid OI contract unwinding

Macro wrap: Update on June Fed meeting & Vietnamese economy implications

Equity wrap: PLX VN: Retail channel maintains strong volume growth

15/06/2023

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SSI Daily Call with Update on infrastructure development plan and STB

Market wrap: Indices remained robust momentum prior to VN30F1M expiry

Macro wrap: Update on infrastructure development plan

Equity wrap: STB VN (BUY; TP VND 34,500): Worth the Wait

14/06/2023

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SSI Daily Call with Update on PNJ

Market wrap: Indices surged, VN30F1M flash short squeezed, liquidity abundant

Macro wrap: News briefing

Equity wrap: PNJ VN (Market Perform; TP VND 81,400): April performance to better reflect the current state of the economy

13/06/2023

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SSI Daily Call with Update on May Trade data and MVIS Vietnam Index 2Q 2023 review results

Market wrap: Market remained robust up thrust momentum, sellers dried up

Macro wrap: Vietnam Economy Watch May 2023 Trade Data

Equity wrap: MVIS Vietnam Index 2Q 2023 review results

12/06/2023

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SSI Daily Call with Update on MSCI 2023 market classification and VNM

Market wrap: Indices eased down, liquidity hit above USD1bn for a long time

Macro wrap: Update on MSCI 2023 market classification

Equity wrap: VNM VN (Market Perform; TP VND 74,700): Domestic sales continued to be weak

09/06/2023

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SSI Daily Call with Update on power shortage and TRA

Market wrap: Indices maintained upbeat momentum, liquidity rising

Macro wrap: Update on power shortage

Equity wrap: TRA VN (Market Perform; TP VND 97,000): Lower demand creating headwinds

08/06/2023

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SSI Daily Call with Update on the 5M23 public investment disbursement, power shortage and STB

Market wrap: Market rallied with liquidity estimated at +30% MoM

Macro wrap: Update on the 5M23 public investment disbursement and power shortage

Equity wrap: STB VN: 1Q23 results update

07/06/2023

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SSI Daily Call with Update on MSCI upcoming review, FTSE Vietnam Index 2Q23 results and TPB

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap:Update on May cabinet meeting

Equity wrap: FTSE Vietnam Index 2Q23 results

                       TPB VN: 1Q23 results update

06/06/2023

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SSI Daily Call with Update on May cabinet meeting and oil&gas sector

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap: Update on May cabinet meeting

Equity wrap: Impact of Block B project on Oil and gas stocks

05/06/2023

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SSI Daily Call with Update on VAT cut and farming sector

Market wrap: Markets remained upward momentum despite multiple bad headlines

Macro wrap: News briefing

Equity wrap: Farming Sector Update

02/06/2023

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SSI Daily Call with Update on Vietnam manufacturing PMI May data, sugar sector and KBC

Market wrap: Foreign ETFs rebalance led market fluctuate, liquidity solid

Macro wrap: Update on VAT cut and global producer sentiment

Equity wrap: Vietnam Sugar Sector Update: High sugar prices to fuel profit growth in 2023

                       KBC VN (Outperform; TP VND 33,000): Focus on industrial land delivery

01/06/2023

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SSI Daily Call with Update on the GDP growth outlook and GMD

Market wrap: Markets mixing with incremental liquidity, momentum remained

Macro wrap: Update on the GDP growth outlook

Equity wrap: GMD VN (Outperform; TP VND 61,500): Analyst meeting: Weak external demand is the main theme

31/05/2023

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