Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on state budget revenue and Consumer Staples sector
Market Wrap: VN-Index accelerated, driven by large-cap stocks
Macro Update: Update on state budget revenue
Equity Research Update: Consumer Staples: Leading F&B companies-Now more affordable!

14/07/2025

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SSI Daily Equity Market Call with Update on new development in Vietnam market upgrade and transportation sector
Macro Update: Update on Payment Account Procedures for Foreign Investors
Equity Research Update: Vietnam Transportation Sector: Navigating a Bumpy Road Ahead

11/07/2025

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SSI Daily Equity Market Call with Update on tariff and retail sector
Market Wrap: VN-Index increased on strong inflows from foreign and retail investors
Macro Update: Key Tariff Adjustments and Trade Developments
Equity Research Update: Vietnam Retail Sector: Retail Reinvented: Consolidation and Growth Amid Regulatory Shifts

10/07/2025

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SSI Daily Equity Market Call with Update on exchange rate and IT & Telecom sector
Market Wrap: VN-Index extended rally on strong foreign inflows
Macro 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

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SSI Daily Equity Market Call with Update on reciprocal tariff and steel sector
Market Wrap: The VNIndex exceeded 1400pts on robust foreigners’ inflows and liquidity
Macro Update: Update on reciprocal tariff
Equity Research Update: Vietnam Steel Sector Update: Firing up all furnaces

08/07/2025

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SSI Daily Equity Market Call with Update on Vietnam’s Economy in 1H25 and banking sector
Market Wrap: Foreigners unlined market’s strength for 3 consecutive sessions
Macro 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

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SSI Daily Equity Market Call with Update on 1H25 growth and fertilizer sector
Market Wrap: Market budged on US – VN trade deal but turnover spiked
Macro Update: Preliminary Update on 1H25 Economic Data
Equity Research Update: Vietnam Fertilizer Sector Update: New VAT Policy to boost Profitability

04/07/2025

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SSI Daily Equity Market Call with Update on Vietnam US trade framework and property sector
Market Wrap: Market picked up on unverified rumors and strong foreign buys
Macro 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

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SSI Daily Equity Market Call with Update on Vietnam 1H25 growth and oil&gas sector
Market Wrap: Market well-supported amid correction pressure
Macro 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

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SSI Daily Equity Market Call with Update on money market, DPR and PHR
Market Wrap: Market’s upward momentum sustained on declined liquidity in the final day of 1H25
Macro Update: Update on the Provincial Consolidation and Money Market
Equity Research Update:
  • 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

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SSI Daily Equity Market Call with Update on property market and power sector
Market Wrap: Market lifted on Consumer and Exporting stocks’ rally
Macro 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

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SSI Daily Equity Market Call with Update on reciprocal tariff, laws of credit institution revision and HOSE Index review
Market Wrap: Correction pressure weighed on the market but Consumer stocks shined
Macro 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

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SSI Daily Equity Market Call with Update on money market and HAH
Market Wrap: Sentiment cooled off, VNIndex closed flat
Macro 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

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SSI Daily Equity Market Call with Update on monetary policy, MWG and KBC
Market Wrap: Optimism rippled through market on eased Middle East conflict and anticipation of favorable US reciprocal tariff
Macro 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

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SSI Daily Equity Market Call with Update on trade negotiation progress and 2Q25 corporate earnings preview
Market Wrap: Market proven to be resilient, driven by Vingroup stocks
Macro Update: Progress in Tariff Negotiations and Implications for Vietnam
Equity Research Update: 2Q2025 Corporate Earnings Preview

24/06/2025

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