Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on the revision of Decree 155 on Securities Law and the third draft of Decree on Petroleum business

Market Wrap: Market trended sideways, supported by rise of VIC group stocks

Macro Update: Update on the revision of Decree 155/2020 on Securities Law

Equity Research Update: Update on the petroleum price formula in the 3rd draft of the Decree on Petroleum Business

12/07/2024

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SSI Daily Equity Market Call with Update on infrastructure development and power sector

Market Wrap: The VN-Index closed at intraday low despite good rally of Securities and Realty stocks

Macro Update: Update on infrastructure investment

Equity Research Update: Vietnam Electricity Sector Update: Approval of DPPA mechanism

11/07/2024

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SSI Daily Equity Market Call with Update on Vietnam demographics, 1H24 trade data and VGC

Market Wrap: Local market finally saw correction after streak of 7-day rally

Macro Update: Update on Vietnam demographics and 1H24 trade data

Equity Research Update: VGC VN (Market Perform; TP VND 55,600): Focusing on industrial park and social housing

10/07/2024

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SSI Daily Equity Market Call with Update on public investment and IMP

Market Wrap: The VN-Index secured a 7-day-straight rally on hikes of Materials and Power stocks

Macro Update: Update on public investment

Equity Research Update: IMP VN: New share issuance plan update

09/07/2024

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SSI Daily Equity Market Call with Update on monthly cabinet meeting and stock market outlook in July

Market Wrap: Robust gains were observed in a number of sectors despite the VN-Index closing flat

Macro Update: Update on monthly cabinet meeting

Equity Research Update: Vietnam Monthly Strategy & Outlook July 2024: Acclimating at base camp

08/07/2024

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SSI Daily Equity Market Call with Update on draft regulation on digital tech industry and FRT

Market Wrap: Growth and recovery stories continued to attract capitals, the VNIndex booked a whole week of gains

Macro Update: Update on draft regulation on digital tech industry

Equity Research Update: FRT VN: 1Q24 earnings review

05/07/2024

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SSI Daily Equity Market Call with Update on inflation, electricity price and TNH

Market Wrap: Market rose for the 4th consecutive session on dried up liquidity, supported by IT and Oil/Gas

Macro Update: Update on inflation and electricity prices

Equity Research Update: TNH VN: AGM Update

04/07/2024

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SSI Daily Equity Market Call with Update on salary reform, non-prefunding solution and 2Q24 corporate earnings preview

Market Wrap: The VNIndex managed to pull another late rally on simultaneous rise of banks

Macro Update: Update on public salary reform, non-prefunding solution

Equity Research Update: 2Q24 corporate earnings preview

03/07/2024

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SSI Daily Equity Market Call with Update on 1Q24 Vietnam Balance of Payments and VEA

Market Wrap: Market saw unexpected strong rally, driven by banks

Macro Update: Update on 1Q24 Vietnam Balance of Payments

Equity Research Update: VEA VN: Support policies to boost consumption ahead

02/07/2024

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SSI Daily Equity Market Call with Update on 1H24 macro update, VN30 Index and VNFIN Lead Index 3Q24 review estimates and VND AGM

Market Wrap: Market picked up positive momentum in the afternoon, driven by big caps

Macro Update: 1H24 macro update: Rolling recovery extended, with better-than-expected initial reading

Equity Research Update:

  • VN30 Index and VNFIN Lead Index 3Q24 review estimates
  • VND VN: AGM Update

01/07/2024

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SSI Daily Equity Market Call with Update on 1H24 FDI inflows and PC1

Market Wrap: The market tumbled on last minutes pressure but still returned 10.3% in 1H24

Macro Update: Resilient FDI inflows propped up economic performance

Equity Research Update: PC1 VN (Outperform; TP VND 32,900): Growth through diversification

28/06/2024

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SSI Daily Equity Market Call with Update on state divestment, rail network, GMD, BCM AGM notes and FPT

Market Wrap: Market trended sideway as investors stayed aloof anticipating OMO rate hike

Macro Update: Update on state-owned divestment and rail network updates

Equity Research Update:

  • GMD VN (Market Perform; TP VND 77,000): 2024 AGM flash note
  • BCM VN (Outperform; TP VND 84,700): Significant charter capital raising in 2024-2025
  • FPT VN (Market Perform; TP VND 141,500): Long-term growth outlook with global AI and cooperation across ASEAN region

27/06/2024

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SSI Daily Equity Market Call with Update on NA meeting, US DoT joint statement on CSPED and GVR

Market Wrap: Market edged up humbly, supported by Materials, IT and Shipping/Ports
Macro Update: Update on NA meeting and US DoT joint statement on CSPED
Equity Research Update: GVR VN (Market Perform; TP VND 36,100): Ever more profitable, rooted in the highest rubber price since 2022

26/06/2024

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SSI Daily Equity Market Call with Update on 1H24 macro data preview and MWG 5M24 result

Market Wrap: Market rebounded weakly on cautious market sentiment

Macro Update: Update on 1H24 macro preview; Underperforming BOT projects put on notice

Equity Research Update: MWG VN (Outperform; TP VND 65,700): 5M2024 result

25/06/2024

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SSI Daily Equity Market Call with Update on the National Assembly meeting, exchange rate and MCH

Market Wrap: Market plunged hard as securities firms were rumoured to trim off margin for Jun-end reporting

Macro Update: Update on the NA meeting and exchange rate

Equity Research Update: MCH VN (Market Perform; TP VND 235,300): Power brands led by innovation

24/06/2024

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