Daily Call
Market wrap: Gains extend on both bourses thanks to surging key sectors
Macro wrap: Update on tax administration decree
Equity wrap: MBB VN (BUY; TP VND 24,800): 3Q 2020 updates – Restructured loans exhibiting good recovery
10/11/2020
DownloadMarket wrap: Heavy foreign selloffs return to narrow gains from HCM main bourse
Macro wrap: The week ahead: Macros light, policies right, inflation far from sight
Equity wrap: REE VN (Outperform; TP VND 46,200): Hydropower segment drives momentum in forecast
09/11/2020
DownloadMarket wrap: Both bourses lose grounds despite foreign net buy returns
Macro wrap: Update on US DoC preliminary determination on CVD investigation into Vietnam light truck tire producers
Equity wrap: STK VN (BUY; TP VND 21,400): Recovery knocking sooner than expected
06/11/2020
DownloadMarket wrap: VN-Index slowly inches back to 940 level as heavy foreign selloffs remain
Macro wrap: Update on SOE reform and remittance
Equity wrap: MWG VN (BUY; TP VND 147,000): 3Q2020 earnings update
FPT VN (BUY; TP VND 62,600): Analyst meeting – Earnings forecast maintained
05/11/2020
DownloadMarket wrap: Majority of key sectors march higher supporting VN-Index to gain further
Macro wrap: Update on North-South Expressway
Equity wrap: VCB VN (Outperform; TP VND 97,400): Higher CIR and credit cost hampered 3Q20 results
04/11/2020
DownloadMarket wrap: Stocks rally extending bourses' gains amid lower traded volume
Macro wrap: Update on the National Assembly meeting
Equity wrap: ACV VN: 3Q 2020 financial results – Back to profitability
03/11/2020
DownloadMarket wrap: VN-Index gains higher thanks to blue-chips rise
Macro wrap: Update on cabinet meeting
Equity wrap: ACB VN (BUY; TP VND 30,800): Earnings beat our consensus
02/11/2020
DownloadMarket wrap: Stocks mix trading amid heavy foreign net selling pressures
Macro wrap: Update on Vietnam economy in October
Equity wrap: CTG VN: Decent income growth, but soaring provision expenses impacted the bottom line
30/10/2020
DownloadMarket wrap: VN-Index tumbles to 921 pts as growing heavy selloff pressures
Macro wrap: Update on Vietnam – US relations
Equity wrap: PLC VN (Outperform; TP VND 23,700): Continued strong earnings growth in Q3
29/10/2020
DownloadMarket wrap: Majority of stocks slide further extending both bourses' loss
Macro wrap: Update on fiscal plan for 2021
Equity wrap: MSN VN (Market Perform): Update on MSR deal
28/10/2020
DownloadMarket wrap: Profit taking pressures lead to VN-Index' sharp decline before closing
Macro wrap: Update on FDI, trade and long-term growth aspiration
Equity wrap: TCB VN: 3Q 2020 Earnings Flash Note
27/10/2020
DownloadMarket wrap: HCM main bourse claims 9-month high thanks to blue-chips rally
Macro wrap: Update on FDI
Equity wrap: HT1 VN (Market Perform; TP VND 16,900): Significant drop in 3Q20 earnings due to sales price cut amid weak market demand
26/10/2020
DownloadMarket wrap: Blue-chips soar lifting VN-Index to recover in the green
Macro wrap: Update on MSCI index consultation
Equity wrap: VPB VN: Provision expenses started to hike
DPM VN: 3Q20 results beat market expectations
23/10/2020
DownloadMarket wrap: Bourses lost grounds as growing profit-locking pressures
Macro wrap: Update on Vietnam fiscal policy
Equity wrap: GAS VN (Outperform): Analyst meeting
Moc Chau Milk (MCM: OTC): Surprising Q3 2020 results
22/10/2020
DownloadMarket wrap: Banking stocks rally boosting VN-Index into green
Macro wrap: Update on the government’s plan in phases to 2030
Equity wrap: ACB VN: 3Q20 prelim results: Earnings beat our consensus
21/10/2020
Download