Daily Call

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Daily Call
SSI Daily Call with Update on State budget and HAH

Market wrap: Markets fluctuated hard despite VIC gain on Vinfast IPO deal announcement

Macro wrap: Update on 11M22 State Budget

Equity wrap: HAH VN (BUY; TP VND 42,800): Shipping already sailed through worst of storm. Upgrade to BUY

08/12/2022

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SSI Daily Call with Update on PLX

Market wrap: Indices fell hard on profit taking activities

Macro wrap: News briefing

Equity wrap: PLX VN: 3Q22 results and EGM notes: 2022 earnings may bottom out

07/12/2022

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SSI Daily Call with Update on credit growth and BVH

Market wrap: Bourses lingered in green despite afternoon hiccup

Macro wrap: Update on credit growth

Equity wrap: BVH VN: Company Update

06/12/2022

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SSI Daily Call with Update on TNH

Market wrap: Indices shot up to the sky with VN30F1M hit Limit Up

Macro wrap: News briefing

Equity wrap: TNH VN: Company Update

05/12/2022

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SSI Daily Call with Update on cabinet meeting and power sector

Market wrap: Liquidity nearly hit USD 1bn on one of the most stocks traded day 

Macro wrap: Update on the monthly cabinet meeting

Equity wrap: Vietnam Power sector update: More of dividend yield play rather than growth thesis

02/12/2022

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SSI Daily Call with Update on November macro data and FRT

Market wrap: Foreign flow pushed indices further

Macro wrap: Vietnam November Macro Update: Cloudy picture for the Vietnam manufacturing sector

Equity wrap: FRT VN (Underperform; TP VND 60,000): Earnings to deteriorate from 4Q22

30/11/2022

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SSI Daily Call with Update on public investment and VCB

Market wrap: Bourse shot up as retail sentiment eased

Macro wrap: Update on the 2022 public investment progress

Equity wrap: VCB VN (Outperform; TP VND 89,600): A defensive play within the Vietnam banking sector

29/11/2022

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SSI Daily Call with Update on KBC

Market wrap: Bourse surged on positive sentiment toward Novaland case

Macro wrap: New briefings

Equity wrap: KBC VN (BUY; TP VND 28,000): Smooth industrial land lease processing crucial for near-term liquidity

28/11/2022

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SSI Daily Call with Update on MWG

Market wrap: Liquidity shallow, markets swinged

Macro wrap: Update on foreign activities in the Vietnamese stock market

Equity wrap: MWG VN (Market Perform; TP VND 43,500): Economic downturn to hurt financial performance in the coming quarters

25/11/2022

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SSI Daily Call with Update on credit growth and QNS

Market wrap: Markets fluctuated amid liquidity thinnest  

Macro wrap: Update on credit growth

Equity wrap: QNS VN (Outperform, TP VND 44,600): Yet to benefit from policy on sugar market

24/11/2022

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SSI Daily Call with Update on PNJ

Market wrap: Indices eased down amid profit taking on recent rally   

Macro wrap: News briefing

Equity wrap: PNJ VN (Outperform; TP VND 117,000): October results

23/11/2022

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SSI Daily Call with Update on Vietnam ETFs 4Q 2022 rebalancing preview

Market wrap: Indices eased down amid profit taking on recent rally   

Macro wrap: Update on retail pump price and draft resolution on the petrol environment tax

Equity wrap: Vietnam ETFs 4Q 2022 review estimates

22/11/2022

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SSI Daily Call with Update on HSG and NKG and VTP

Market wrap: Markets managed to inch up with improvised liquidity

Macro wrap: On the radar

Equity wrap: HSG VN (Market Perform; TP VND 10,100) & NKG VN (Market Perform; TP VND 9,600): Still headwinds ahead

                       VTP VN: Earnings dip raising questions

21/11/2022

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SSI Daily Call with Update on property market and KDC

Market wrap: Indices surged higher despite VN30F1M expiry

Macro wrap: Update on property market

Equity wrap: KDC VN (Market Perform; TP VND 51,000): 3Q22 GPM declined sharply YoY despite revenue growth

18/11/2022

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SSI Daily Call with Update on money market and Banking sector

Market wrap: Shorts squeezed across the boards

Macro wrap: Update on money market movement and exchange rate

Equity wrap: Vietnam Banking sector Update: A thorny path ahead

17/11/2022

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