Daily Call

Market wrap: Profit-locking pressures bourses to stumble

Macro wrap: Update on Vietnam fiscal position

Equity wrap: BMP VN: Strong earnings growth in 3Q20 in line with expectations, margin contraction ahead

Market wrap: HCM bourse maintains in the green amid record high traded volume

Macro wrap: Update on Covid-19 pandemic impact on Vietnam employment

Equity wrap: VNDiamond Index and HOSE Indexes 4Q20 review estimates

                       DPM VN (Market Perform; TP VND 17,500): 3Q20 prelim results

Market wrap: Both indices secure in the green despite heavy foreign net sell 

Macro wrap: Update on North-South expressway projects

Equity wrap: 3Q20 earnings preview

Market wrap: Both bourses edge higher amid high traded liquidity

Macro wrap: Update on the government 5-year plan (2021-2025)

Equity wrap: VHC VN: Wellness segment supports earnings during the pandemic

Market wrap: Bourses trade mix amid heavy foreign net selling

Macro wrap: Update on cabinet meeting 

Equity wrap: VSC VN: 3Q20 prelim results: Positive signals of recovery 

Market wrap: Stocks rally extending the bourses' gains

Macro wrap: Comment on the US administration’s possible investigation into Vietnam’s currency practice

Equity wrap: VNM VN (Outperform; TP VND 112,500): Q3 prelim results

Market wrap: Blue-chips gradually edge higher boosting bourses into green

Macro wrap: Update on policy rate cut

Equity wrap: HBC VN: Company visit: 2020 NPAT target guided down significantly

Market wrap: Bourses tumble from heavy selloffs amid surging liquidity

Macro wrap: Vietnam 3Q20 macro update

Equity wrap: GEX VN: Company Update

Market wrap: Financial stocks lead both bourses higher in the green

Macro wrap: Quick thought on Vietnam 3Q20 data

Equity wrap: PLX VN (Market Perform; TP VND 54,000): Resilient petroleum demand in 3Q20

Market wrap: Blue-chips tumble pressuring the indices to fall under water

Macro wrap: Update on Ministry of Transportation press conference

Equity wrap: ASG VN: Listing Note: A Long arm of Airport cargo terminal

Market wrap: Both bourses edge down as foreign net selling returns

Macro wrap: Update on 2020 FTSE Russell Equity Country Classification

Equity wrap: PVD VN (Market Perform; TP VND 11,450): 2021 will likely be a tough year

Market wrap: Blue-chips rally bringing VN-Index to surge above 910 pts

Macro wrap: Update on central bank press conference

Equity wrap: PNJ VN: 1st month of profit decline since April

Market wrap: Stocks trade mix while traded liquidity remains high

Macro wrap: Update on Vietnam FTAs

Equity wrap: MWG VN: August results beat our expectation 

Market wrap: Blue-chip stocks surge higher helping VN-Index to sustain above 900 mark

Macro wrap: Update on Vietnam balance of payments

Equity wrap: Textile & Garment Sector: Expecting sharp earning decline in 2020 and slow recovery in 2021

Market wrap: Key sectors lead HCM bourse to 900 level mark

Macro wrap: Update on Vietnam trade data

Equity wrap: FPT VN (Outperform; TP VND 56,400): Attractive growth in outsourcing new contracts + Improvement in domestic IT services