Daily Call
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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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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DownloadMarket 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
DownloadMarket 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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