Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on growth outlook and NT2
Market Wrap: Market supported by robust gains of Exporting stocks
Macro Update: Update on trade negotiation and growth outlook
Equity Research Update: NT2 VN (BUY; TP VND 25,000): Upgraded to BUY: Solid Outlook Despite Near-Term Revenue Miss

23/06/2025

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SSI Daily Equity Market Call with Update on MSCI accessibility review, exchange rate and TNH
Market Wrap: Market resilience drove by Industrial Park and Wholesale stocks
Macro Update: Update on MSCI accessibility review, exchange rate
Equity Research Update: TNH VN (Underperform; TP VND 15,100): Downgrade Following Disappointing Q1 Results; Cautious Outlook Maintained

20/06/2025

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SSI Daily Equity Market Call with Update on Enterprise Laws revision and GVR
Market Wrap: Market momentum eases amid rising geopolitical tensions
Macro Update: Update on Enterprise Laws revision
Equity Research Update: GVR VN: Earnings on track as GVR advances land conversion agenda

19/06/2025

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SSI Daily Equity Market Call with Update on household business regulation and Vietnam consumer sector
Market Wrap: The VNIndex recovered to 3-year high, driven by Vingroup stocks
Macro Update: Navigating Growth and Formalization
Equity Research Update: Vietnam Consumer Sector Update: Retail Renaissance: Accelerating the Shift from Stalls to Stores

18/06/2025

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SSI Daily Equity Market Call with Update on digital asset and HSG
Market Wrap: “Significant progress” in VN – US trade negotiation drove the local market
Macro Update: Key Legislative Developments in Vietnam’s Digital Technology Industry
Equity Research Update: HSG VN (Market Perform; TP VND 18,300): May 2025 business highlights, Revising up forecast

17/06/2025

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SSI Daily Equity Market Call with Update on reciprocal trade negotiation and VNM ETF 2Q25 review results

Market Wrap: The VN-Index declined amid rising Middle East tensions

Macro Update: Vietnam–U.S. Bilateral Reciprocal Trade Talks Progress 

Equity Research Update: MarketVector Vietnam Local Index: Q2 2025 Review Results

16/06/2025

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SSI Daily Equity Market Call with Update on cabinet meeting, VFS, CII and ACG
Market Wrap: Market advanced on improved demand
Macro Update: Update on cabinet meeting action plan
Equity Research Update:
VFS NASDAQ: 1Q25 results
CII VN: BOT ensures stable revenue while awaiting Thu Thiem real estate project
ACG VN: company visit note

13/06/2025

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SSI Daily Equity Market Call with Update on resolution to empower the government and VHM
Market Wrap: Market moved sideways with significantly weakened demand
Macro Update: Legal Reform Resolution to Unlock Economic Growth
Equity Research Update: VHM VN: Property Tour Recap

12/06/2025

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SSI Daily Equity Market Call with Update on 3rd round of trade negotiation and DPG
Market Wrap: Driven by Consumer stocks, the market quickly rebounded from yesterday’s dip
Macro Update: Update on trade negotiation
Equity Research Update: DPG VN: Growth Driven by Casamina Balanca Hoi An and Robust Public Investment Backlog

11/06/2025

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SSI Daily Equity Market Call with Update on Build-Transfer regulation and MSN
Market Wrap: Market correction intensified with Vingroup stocks oversold at floor
Macro Update: Update on Build-Transfer (BT) regulation
Equity Research Update: MSN VN (Outperform; TP VND 81,600): Growth on the rise: retail’s core consumer catalyst

10/06/2025

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SSI Daily Equity Market Call with Update on June strategy report, KSB and ETF 2Q2025 review results
Market Wrap: Correction ultimately took place but absorption was notable
Macro Update: Update on May macro data
Equity Research Update:
•           KSB VN: Strong Growth Outlook for Construction Aggregates, Driven by Infrastructure Boom
•           FTSE Vietnam Index: 2Q 2025 review results

09/06/2025

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SSI Daily Equity Market Call with Update on trade negotiation and KDH

Market Wrap: Market trended sideways on decline liquidity pending trade war news

Macro Update: Update on trade negotiation: Progress, not Perfection

Equity Research Update: KDH VN (BUY; TP VND 41,000): Property tour updates

06/06/2025

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SSI Daily Equity Market Call with Update on Vietnam economy in May and ETF quarterly reviews and NLG
Market Wrap: Market stayed resilient with big cap Consumer Staples up
Macro Update: Update on preliminary May economic indicators
Equity Research Update:
Vietnam ETFs: Q2 2025 Rebalancing Estimates
NLG VN (Outperform; TP VND 42,500): Property Tour Update

05/06/2025

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SSI Daily Equity Market Call with Update on trade negotiation and TCB
Market Wrap: Financial Services stocks led continual market rally
Macro Update: Update on trade negotiation
Equity Research Update: TCB VN (Outperform; TP VND 36,400): Turning Tides

04/06/2025

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SSI Daily Equity Market Call with Update on trade negotiation and GAS
Market Wrap: Market exerted resilience despite profit-taking pressure
Macro Update: Update on trade negotiation
Equity Research Update: GAS VN (Market Perform; TP VND 71,900): Fueling the future: Growth hinges on new gas fields and infrastructure

03/06/2025

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