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Daily Call
Đấu giá mới nhất
Macro Update: Update on Trade Negotiation & Performance
Equity Research Update: VPB VN (Outperform; TP VND 21,000): Guarded Growth
21/05/2025
DownloadMacro Update: Update on new developments in market upgrade
Equity Research Update:
• FPT VN (Market Perform; TP VND 122,500): April earnings pressured by global macro headwinds
• SAB VN (Outperform; TP VND 58,000): Not so smooth
20/05/2025
DownloadMarket Wrap: Foreign inflows ceased and market corrected
Macro Update: Advancing Private Sector Development through Strategic Resolutions
Equity Research Update: BCM VN: Modest profit growth outlook amid tariff concerns impacting leasing demand
19/05/2025
DownloadMacro Update: Key Takeaways from Recent Government Meetings
Equity Research Update: STB VN: Old but Gold
16/05/2025
DownloadMacro Update: Update on Trade and Crypto Asset Regulatory Developments in Vietnam
Equity Research Update: DGW VN (Market Perform; TP VND 38,000): Q1 2025 Earnings Reflect Mixed Performance
15/05/2025
DownloadMarket Wrap: Positive progress on global trade negotiation front pushed up the local market
Macro Update: Update on the National Assembly Meeting
Equity Research Update: KBC VN (BUY; TP VND 37,500): Update on the groundbreaking of Trang Due 3 Industrial Park
14/05/2025
DownloadMacro Update: Update on Tariff De-escalation
Equity Research Update: HPG VN (BUY; TP VND 33,500): Update on Dung Quat 1 blast furnace incident
13/05/2025
DownloadMacro Update: Update on Private Sector Promotion
Equity Research Update: VPL VN: Listing Report Summary
12/05/2025
DownloadMacro Update: Update on Reciprocal Tariff Negotiation
Equity Research Update:
• MSN VN: AGM and 1Q25 results
• CTR VN (Outperform; TP VND 102,400): In-line 1Q25 earnings, long-term resilient growth target
09/05/2025
DownloadMacro Update: Update on electricity price
Equity Research Update: Vinpearl JSC (VPL): Listing Approved
08/05/2025
DownloadMacro Update: Thoughts on growth target
Equity Research Update: HDB VN (Outperform; TP VND 25,000): 1Q25 Business Results
07/05/2025
DownloadMacro Update: Update on Vietnam’s April macro data
Equity Research Update: SAB VN (Outperform; TP VND 58,000): 1Q25 Results Flash Note
06/05/2025
DownloadMacro Update: Update on the National Assembly Meeting
Equity Research Update:
• POW VN (Market Perform; TP VND 12,200): Future investment and operational focus and 1Q25 results
• REE VN (Outperform; TP VND 80,000): 1Q25 results in-line with our expectations, driven by hydropower portfolio
05/05/2025
DownloadMacro Update: Update on tariff, KRX, PDP VIII
Equity Research Update: HDG VN (BUY; TP VND 30,700): 2025 AGM: Ambitious earnings guidance for 2025
29/04/2025
DownloadMacro Update: Update on changes in the new trading system (KRX)
Equity Research Update: GMD VN (Outperform; TP VND 58,800): 1Q 2025 result
28/04/2025
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