Daily Call

SSI Daily Equity Market Call with Update on 5-year plan and BMP

Market Wrap: Risk appetite heightened with smaller Bank stocks shot up to ceiling
Macro Update: Ambition Meets Excitement
Equity Research Update: BMP VN (Outperform; TP VND 158,700): Real estate focus, pricing discipline set stage for 2026

22/08/2025

Download

SSI Daily Equity Market Call with Update on export and MWG

Market Wrap: Flash dip neutralized with extended Banking rally
Macro Update: News briefing
Equity Research Update: MWG VN (BUY): Analyst Meeting Highlights: Doubling down on growth

21/08/2025

Download

SSI Daily Equity Market Call with Update on IFC initiative and GMD

Market Wrap: IPOs of securities arms of leading JSCBs boosted the market
Macro Update: Progress Update on the International Financial Center (IFC) Initiative
Equity Research Update: GMD VN (Outperform; TP VND 75,000): 2Q25 Analyst Meeting: Positioning for a Re-rating

20/08/2025

Download

SSI Daily Equity Market Call with Update on market upgrade and VNM

Market Wrap: Local investors continued to drive up the VNIndex despite staggering foreign dumping
Macro Update: Update on market upgrade
Equity Research Update: VNM VN (Market perform; TP VND 65,000): Recovery Evident, But Margin Headwinds Persist

19/08/2025

Download

SSI Daily Equity Market Call with Update on electricity pricing mechanism and HDG

Market Wrap: An intense trading session with staggering foreign profit-takings
Macro Update: Update on electricity pricing mechanism
Equity Research Update: HDG VN (Market Perform; TP VND 33,000): 1H25 Earnings Miss Expectations; Outlook Supported by Real Estate and Hydropower

18/08/2025

Download

SSI Daily Equity Market Call with Update on Decree 155 revision and HSG

Market Wrap:
Macro Update: Update on Decree 155 revision
Equity Research Update: HSG VN (Market Perform; TP VND 21,600): 3Q FY2025 earnings call – Against the headwind

15/08/2025

Download

SSI Daily Equity Market Call with Update on Investment Laws revision and VHC

Market Wrap: Uptrend sustained on final-hour efforts
Macro Update: Update on Investment Laws revision
Equity Research Update: VHC VN (Outperform; TP VND 70,000): Navigating Tariff Headwinds with Strong Margin Recovery

14/08/2025

Download

SSI Daily Equity Market Call with Update on government action plan and banking sector

Market Wrap: 1600pts threshold secured on capital rotations across sectors
Macro Update: Update on government action plan for higher economic growth
Equity Research Update: 2Q25 Banking Sector Results: Strong Headline Growth, Mixed Underlying Performance

13/08/2025

Download

SSI Daily Equity Market Call with Update on visa waiver policy and PGV

Market Wrap: Momentum sustained with flows in search of laggers, the VNIndex closed shy of 1600pts
Macro Update: Vietnam Expands Visa Waiver Program to Boost Tourism and Attract Global Talent
Equity Research Update: PGV VN: PGV powers ahead in 1H25: Earnings rebound driven by operational efficiency and favorable market conditions

12/08/2025

Download

SSI Daily Equity Market Call with Update on National Assembly standing committee meeting and VHM

Market Wrap: Commendable market resilience amid powerful profit-taking activities at all-time-high
Macro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: VHM VN (Market Perform; TP VND 98,300): Mega Projects Propel Presales

11/08/2025

Download

SSI Daily Equity Market Call with Update on cabinet meeting and F88 listing

Market Wrap: Bullish momentum sustained, heading for 1600pts threshold
Macro Update: Update on cabinet meeting
Equity Research Update: F88 Investment Joint Stock Company (F88): Listing Overview and Investment Highlights

08/08/2025

Download

SSI Daily Equity Market Call with Update on July macro data, FPT and GAS

Market Wrap: Sharp uptrend sustained, driven by Material, Financial and Energy stocks
Macro Update: Vietnam Macro & Inflation Update – July 2025
Equity Research Update:
FPT VN (Outperform; TP VND 124,200): Pullback presents opportunity: upgrading to OUTPERFORM
GAS VN (Market Perform; TP VND 71,900): Short-term spark, medium-term caution

07/08/2025

Download

SSI Daily Equity Market Call with Update on July macro data and HPG

Market Wrap: Profit-taking pressure emerges in afternoon trade
Macro Update: Vietnam Macro Update – July 2025: Retail Sales in Focus Amid Strong Investment Momentum and Benign Inflation
Equity Research Update: HPG VN (BUY; TP VND 33,000): Growth after growth

06/08/2025

Download

SSI Daily Equity Market Call with Update on monetary policy and DCM

Market Wrap: Positive local sentiment pushed for market’s impressive rebound
Macro Update: Update on central bank meeting with commercial bank: Balancing act as lower lending rates should meet stable currency
Equity Research Update: DCM VN (Outperform; TP VND 42,400): Margin expansion driven by stronger urea prices and VAT-related cost savings

05/08/2025

Download

SSI Daily Equity Market Call with Update on reciprocal tariff and CTR

Market Wrap: Correction momentum extended on intense foreign profit-taking
Macro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: CTR VN (Outperform; TP VND 108,000): Solid earnings amid bts rollout lag – Rating upgraded to OUTPERFORM

04/08/2025

Download

Daily Call

Đấu giá mới nhất

General Terms

Support

Follow SSI