Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on the SBV hearing session, banking sector and textile garment sector

Market Wrap: A disappointing trading day following Fed's 2nd rate cut

Macro Update: Update on the SBV hearing session

Equity Research Update:

•           Vietnam Banking sector Update: Little room for mistakes

•           Vietnam Textile and garment sector 3Q24 Update: A recovery beat

08/11/2024

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SSI Daily Equity Market Call with Update on the National Assembly meeting, VNM and Impact of Trump’s Proposed Tariffs on Key Sectors and Companies

Market Wrap: Local market dipped as investors gauged impacts of upcoming Trump policies

Macro Update: Update on the National Assembly meeting

Equity Research Update:

•           VNM VN (Market Perform; TP VND 75,000): Downgrade on negative surprise

•           Trump presidency and potential impacts on Vietnam economy & sectors

07/11/2024

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SSI Daily Equity Market Call with Update on October macro data, VEA and IDC

Market Wrap: Local market closed on high as US election came to an end

Macro Update: Update on October macro data

Equity Research Update:

•           VEA VN: Dividend to be paid Dec 20th and 3Q24 results update

•           IDC VN (Market Perform; TP VND 63,000): Strong profit growth driven by land leasing in 3Q24

06/11/2024

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SSI Daily Equity Market Call with Update on Vietnam Jan-Oct'24 FDI, HPG and VHM

Market Wrap: Market paused still ahead of US election tonight

Macro Update: Update on 10M24 Vietnam FDI

Equity Research Update:

•           HPG VN (BUY; TP VND 31,700): Strong volume growth through 2025

•           VHM VN: Vinhomes Co Loa project transfer & changes in business cooperation contract with Vingroup

05/11/2024

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SSI Daily Equity Market Call with Update on money market, CTD, PC1 and GVR 3Q24 earnings

Market Wrap: Market closed at day’s low leading to US election tomorrow

Macro Update: Update on money market movement

Equity Research Update:

•           PC1 VN (Outperform; TP VND 32,900): Optimizing the formula - Reduced financial costs boosted Q3 recovery momentum

•           CTD VN (Market Perform; TP VND 75,600): Q1FY25 earnings: The new fiscal year has started off smoothly

•           GVR VN (TP VND: 36,100): 3Q2024 earnings results

04/11/2024

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SSI Daily Equity Market Call with Update on Vietnam PMI, KBC, KDH, PVD, FRT 3Q24 earnings

Market Wrap: Market plunged to day’s low on local ETFs’ rebalancing activities

Macro Update: Update on Vietnam PMI

Equity Research Update:

•           KBC VN (Outperform; TP VND 33,600): 3Q24 earnings results

•           KDH VN (BUY; TP VND 41,500): 3Q24 earnings results

•           PVD VN (Outperform; TP VND 32,000): 3Q24 earnings results

•           FRT VN (Outperform; TP VND 211,000): 3Q24 earnings results

01/11/2024

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SSI Daily Equity Market Call with Update on public investment, HSG, SAB, VNM, VHM, VRE, PVS and BCM earnings

Market Wrap: MSN’s deals and VCB’s stock dividend plan stirred a bit of excitement into the feeble market

Macro Update: Update on public investment

Equity Research Update:

•           SAB VN (Market Perform; TP VND 61,000): 3Q24 earnings results

•           VNM VN: 3Q24 earnings results

•           VHM VN (Outperform; TP VND 55,400): 3Q24 earnings results

•           VRE VN (Outperform; TP VND 25,200): 3Q24 earnings results

•           HSG VN: Volatile steel price impacted on earnings

•           PVS VN (Market Perform; TP VND 44,000): 3Q24 earnings results

•           BCM VN (Outperform; TP VND 84,700): 3Q24 earnings results

31/10/2024

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SSI Daily Equity Market Call with Update on Securities Law, property market, MBB, VPB, HDB, HAH and MWG 3Q24 earnings

Market Wrap: Market continued to trend sideway down despite supportive 3Q24 earnings

Macro Update: Update on property market and Securities Law

Equity Research Update:

•           VPB VN: 3Q24 earnings results

•           MBB VN: 3Q24 earnings results

•           HDB VN: 3Q24 earnings results

•           HAH VN (Outperform; TP VND 47,200): 3Q 2024 earnings beat market sentiment

•           MWG VN: 3Q24 earnings results

30/10/2024

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SSI Daily Equity Market Call with Update on VAT, Securities Laws, GMD, DBD, CTR, DCM 3Q24 earnings
Market Wrap: Chemicals, IT and Discretionary supported market’s good momentum
Macro Update: Update on the VAT Law and Securities Law
Equity Research Update: 
•             GMD VN (Market Perform; TP VND 66,000): 3Q24 earnings results
•             DBD VN (Market Perform; TP VND 45,000): 3Q24 earnings results
•             CTR VN (Market Perform; TP VND 135,000): 9M24 Recap: In-line profit, despite lower-than-expected revenue and gross profit margin
•             DCM VN: 3Q24 earnings results

29/10/2024

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SSI Daily Equity Market Call with Update on 2025-2027 state budget and NT2's 3Q24 earnings
Market Wrap: Steels and Financials slightly lifted the market
Macro Update: Update on 2025-2027 state budget and National Assembly meeting
Equity Research Update: NT2 VN: 3Q24 earnings results

28/10/2024

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SSI Daily Equity Market Call with Update on exchange rate, DGC, VHC and ACB 3Q24 earnings

Market Wrap: Sideway down trend persisted as Realties cooled off from yesterday’s rally

Macro Update: Update on exchange rate movement and the MoF decree

Equity Research Update:

•             DGC VN: 3Q24 earnings results

•             VHC VN: 3Q24 earnings results

•             ACB VN: 3Q24 analyst meeting

25/10/2024

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SSI Daily Equity Market Call with Update on the NPS implementation, exchange rate, TCB, MSN and DHG 3Q24 earnings

Market Wrap: Market broke down on heightened concerns over FX risks

Macro Update: Update on the NPS implementation and exchange rate movement

Equity Research Update:

•           TCB VN (Outperform; TP VND 28,700): 3Q24 Analyst Meeting

•           MSN VN (Outperform; TP VND 90,800): 3Q24 earnings results

•           DHG VN: 3Q24 earnings results

24/10/2024

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SSI Daily Equity Market Call with Update on the rooftop solar power decree, new land price table regulation and its impacts on the real estate market, DXG and DRC

Market Wrap: Market continued to roll sideways disregarding rise of Realties

Macro Update: Update on the rooftop solar power decree

Equity Research Update:

•           Updates on new land price table regulation and impacts on the real estate market

•           DXG VN: Earnings Call 3Q24

•           DRC VN: 3Q2024 earnings results

23/10/2024

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SSI Daily Equity Market Call with Update on Projection for Vietnam 2025 State budget, VNDiamond, VN30, VNFIN Lead Indexes 4Q24 review results, IMP, DPR, PNJ 3Q24 earnings

Market Wrap: Market traded sideway down, losing steam on news of heated FX rate and SBV’s liquidity withdrawal

Macro Update: Projection for Vietnam 2025 state budget

Equity Research Update:

•           VNDiamond, VN30, VNFIN Lead Indexes 4Q24 review results

•           IMP VN (Market Perform TP VND 46,000): 3Q24 earnings results

•           DPR VN: 3Q24 earnings results

•           PNJ VN: 3Q24 earnings results

22/10/2024

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SSI Daily Equity Market Call with Update on the 8th National Assembly meeting, VTP, FMC and NLG 3Q24 earnings

Market Wrap: Despite rise of Vingroup stocks, choppy market movements ended in day’s low

Macro Update: Update on the 8th NA meeting and money market movement

Equity Research Update:

•                VTP VN (Underperform; TP VND 70,000): Exploring new directions for growth

•           FMC VN (Outperform; TP VND 55,500): 3Q24 Record high sales volume offset by surging selling expenses

•           NLG VN (Market Perform; TP VND 43,000): 3Q24 Net loss driven by declines in joint ventures & financial income

21/10/2024

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