Daily Call

Daily Call
SSI Daily Call with Update on 2023 credit growth, PMI data and NLG

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

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SSI Daily Call with Update on Feb macro data and KDH

Market 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

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SSI Daily Call with Update on Jan-Feb Vietnam FDI and TRA

Market 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

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SSI Daily Call with Update on proposals on tax law revisions, China reopening theme and MWG

Market wrap: Bad rumors dimmed the market down further

Macro wrap: Weekend developments 

Equity wrap: MWG VN: Dismal earnings persist

27/02/2023

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SSI Daily Call with Update on social housing and HT1

Market 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

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SSI Daily Call with Update on bond market and DGW

Market 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

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SSI Daily Call with Update on corporate bond market and VHC

Market 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

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SSI Daily Call with Update on trade data and HSG NKG

Market 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

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SSI Daily Call with Update on property market conference and ETFs 1Q23 review estimates

Market 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

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SSI Daily Call with Update on property market and QNS

Market 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

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SSI Daily Call with Update on corporate bond market and DPM

Market 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

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SSI Daily Call with Update on IDC

Market 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

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SSI Daily Call with Update on fiscal policy and PVD

Market 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

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SSI Daily Call with update on ACB

Market 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

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SSI Daily Call with update on January trade data and HPG

Market 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

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