Daily Call

Market wrap: Heavy selloffs continue to press the indices further in the red

Macro wrap: January macro data preview

Equity wrap: HPG VN (BUY; TP VND 49,000): Tremendous earnings growth in 4Q20, driven by both volume expansion and the steel price uptrend

Market wrap: Both bourses extend corrections as profit taking selloffs remain

Macro wrap: Update on Vietnam 5-year plan

Equity wrap: DRC VN (Market Perform): Q4 results floored our expectations

Market wrap: Profit taking tension continues to strain the indices

Macro wrap: Update on SOE divestment

Equity wrap: STK VN: Recycled yarn remained as growth driver

Market wrap: Bourses trade mix on growing profit locking pressures

Macro wrap: Update on the Party Congress

Equity wrap: HNG VN: EGM Note

Market wrap: Blue-chips surge strongly, extending gains on the main bourse

Macro wrap: Update on monetary market

Equity wrap: PNJ VN (Outperform; TP VND 92,400): Recovery accelerated

Market wrap: VN-Index recovers as foreign net buy continues

Macro wrap: Update on SOE IPO/divestment regulation

Equity wrap: Vietnam Property sector 2021 Outlook: Expecting a brighter outlook   

Market wrap: VN-Index backslides before reaching 1,200 level on ATH liquidity

Macro wrap: Update on yesterday market crash

Equity wrap: ACB VN (Outperform; TP VND 32,800): prelim results

Market wrap: Stocks' mix trading becomes more visible as VN-Index tests the 1,200 level point

Macro wrap: Update on resolution for congestion in HSX

Equity wrap: Vietnam Pharmaceuticals sector 2021 Outlook: Strong recovery from a low base in 2020

Market wrap: VN-Index inches closer to 1,200 level as blue-chips continue the positive uptrend

Macro wrap: Update on USTR findings on Vietnam forex policy

Equity wrap: Vietnam Airport Service sector 2021 Outlook: Domestic market is still the main focus 

Market wrap: Brokerage sector rallies leading the main bourse into green

Macro wrap: Update on inflation

Equity wrap: Vietnam Airline sector 2021 Outlook: Recovery hope relies on vaccines

Market wrap: VN-Index slumps for the first time amid remarkably liquidity

Macro wrap: Update on Vietnam foreign trade in 2020

Equity wrap: Vietnam Brokerage sector 2021 Outlook: Benefiting from the low-rate environment and economic recovery

Market wrap: Both bourses extend gains as materials sector strides upward

Macro wrap: Update on fiscal measures in 2021

Equity wrap: Vietnam Fisheries sector 2021 Outlook: Expecting growth for both shrimp & pangasius export

Market wrap: Blue-chips boost the main bourse higher despite persisting profit taking

Macro wrap: Update on public investment

Equity wrap: Vietnam Textile & Garment sector 2021 Outlook: On the Mend

Market wrap: Gains are restored before closing notwithstanding the heavy foreign selloffs

Macro wrap: Update on monetary policy

Equity wrap: Vietnam Fertilizer sector 2021 Outlook: Consensus oil price rise to squeeze margin

Market wrap: Blue-chips boost HCM main bourse higher despite foreign net sell returns

Macro wrap: Update on USD/VND exchange rate

Equity wrap: Vietnam Retail sector 2021 Outlook: Gradual post-pandemic recovery