Daily Call
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Macro Update: Update on state budget revenue
Equity Research Update: Consumer Staples: Leading F&B companies-Now more affordable!
14/07/2025
DownloadEquity Research Update: Vietnam Transportation Sector: Navigating a Bumpy Road Ahead
11/07/2025
DownloadMacro Update: Key Tariff Adjustments and Trade Developments
Equity Research Update: Vietnam Retail Sector: Retail Reinvented: Consolidation and Growth Amid Regulatory Shifts
10/07/2025
DownloadMacro Update: Update on exchange rate
Equity Research Update: Vietnam Technology & Telecom Sector: AI and Digital Transformation as Strategic Pillars Amid Moderating Sentiment
09/07/2025
DownloadMacro Update: Update on reciprocal tariff
Equity Research Update: Vietnam Steel Sector Update: Firing up all furnaces
08/07/2025
DownloadMacro Update: Vietnam’s Economy in 1H25: Broad-Based Growth and Policy Shifts Toward Market Agility
Equity Research Update: Vietnam Banking Sector Update: From Pressure to Performance: Vietnam Banks in Transition
07/07/2025
DownloadMacro Update: Preliminary Update on 1H25 Economic Data
Equity Research Update: Vietnam Fertilizer Sector Update: New VAT Policy to boost Profitability
04/07/2025
DownloadMacro Update: Assessment on the Vietnam-US trade framework
Equity Research Update: Vietnam Real Estate Sector Update: Stronger market momentum expected in 2H2025
03/07/2025
DownloadMacro Update: Update on Vietnam 1H25 growth
Equity Research Update: Vietnam Oil&Gas Sector Update: E&P Activity Remains Resilient Despite Weak Oil Price Outlook
02/07/2025
Download- DPR VN (Outperform; TP VND 48,300): Unlocking Value Through Strategic Land Conversion and Industrial Expansion
- PHR VN (Outperform; TP VND 74,100): Strategic Land Conversion Unlocks Long-Term Value
01/07/2025
DownloadMacro Update: Update on Real Estate and Land Use Rights Trading Center
Equity Research Update: Vietnam Power Sector Outlook: Gearing Up for a Demand Rebound and LNG Milestone in 2H25
30/06/2025
DownloadMacro Update: Update on Reciprocal tariff and Laws of Credit Institutions revision
Equity Research Update: VN30 Index and VNFin Lead Index 3Q25 Review Estimates
27/06/2025
DownloadMacro Update: Update on money market
Equity Research Update: HAH VN (Market Perform; TP VND 64,300): Time to lock in the gains
26/06/2025
DownloadMacro Update: Update on monetary policy
Equity Research Update:
MWG VN (Outperform; TP VND 74,000): May 2025 Business Update
KBC VN: KBC’s 250 Million-Share Private Placement
25/06/2025
DownloadMacro Update: Progress in Tariff Negotiations and Implications for Vietnam
Equity Research Update: 2Q2025 Corporate Earnings Preview
24/06/2025
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