Daily Call
Market wrap: Markets raises on improved liquidity
Macro wrap: Update on 2023 credit growth and PMI data
Equity wrap: NLG VN: Q4 presales continued to shrink
02/03/2023
DownloadMarket wrap: Indices up on modest liquidity, Street Talks on Vingroup assets sales process
Macro wrap: Update on February macro data
Equity wrap: KDH VN: Solid fundamental in a time of market turbulence
01/03/2023
DownloadMarket wrap: Indices slide furthers amid uncertainties on NVL debts
Macro wrap: Update on Jan-Feb Vietnam FDI
Equity wrap: TRA VN (Market Perform; TP VND 95,000): Q4 2022 falling short of expectation due to high SG&A expense
28/02/2023
DownloadMarket wrap: Bad rumors dimmed the market down further
Macro wrap: Weekend developments
Equity wrap: MWG VN: Dismal earnings persist
27/02/2023
DownloadMarket wrap: Market swinged hard amid news/rumor on default cases
Macro wrap: Update on social housing
Equity wrap: HT1 VN (Market Perform; TP VND 13,400): Softer Coal Prices Should Lead to EPS Rebound
24/02/2023
DownloadMarket wrap: Markets down further on weak sentiment
Macro wrap: VN govt issuing bonds smoothly amidst public investment boom, some NVL bond batches in question
Equity wrap: DGW VN: Analyst meeting note: Short term headwinds to offer cheap valuation for investment horizon beyond 2023
23/02/2023
DownloadMarket wrap: Indices sank amid news on NVL announce delay payment on corporate bond
Macro wrap: Update on the corporate bond market
Equity wrap: VHC VN (Market Perform; TP VND 63,000): 4Q22 Results – Weakeness To Continue Despite China Re-opening
22/02/2023
DownloadMarket wrap: Indices up on Gov promised incentives package
Macro wrap: Economic Watch: Trade data shows the weakening trend continued
Equity wrap: HSG VN & NKG VN: The worst has been over
21/02/2023
DownloadMarket wrap: Indices managed to go up despite noise on RE market Gov conference
Macro wrap: Update on the government conference on property market
Equity wrap: Vietnam ETFs 1Q 2023 review estimates
20/02/2023
DownloadMarket wrap: Muted liquidity on the VN30f1m expiry day, indices advanced cautiously
Macro wrap: Update on the conference on the property sector
Equity wrap: QNS VN (Outperform; TP VND 43,000): How Sweet It Is
17/02/2023
DownloadMarket wrap: Indices moved up on muted traded value
Macro wrap: Update on the progress of the amendments of Decree 65
Equity wrap: DPM VN (Underperform; TP VND 38,700): 2023 earnings likely to drop from last year’s record high
16/02/2023
DownloadMarket wrap: Markets retreated amid weak sentiment
Macro wrap: Update on conference on the property sector
Equity wrap: IDC VN (BUY; TP VND 51,400): Strong ROI of 43%
15/02/2023
DownloadMarket wrap: Markets retreated amid weak sentiment
Macro wrap: Fiscal support structures in 2023
Equity wrap: PVD VN (Market Perform; TP VND 22,000): 4Q 2022 earnings call – Back to profitability
14/02/2023
DownloadMarket wrap: Markets dove hard with muted liquidity
Macro wrap: News briefing
Equity wrap: ACB VN (BUY; TP VND 30,900): Best House In A Bad Neighborhood
13/02/2023
DownloadMarket wrap: Indices traded mix again, liquidity weakened
Macro wrap: Economic Watch - January 2023 trade data
Equity wrap: HPG VN (Market Perform; TP VND 20,000): Potential 2023 earnings recovery has been priced in
10/02/2023
Download