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Daily Call
Đấu giá mới nhất
Market Wrap: A corrective session following weeks of well hold-up
Macro Update: Update on February Cabinet Meeting
Equity Research Update:
• REE VN (Market Perform; TP VND 80,000): Favorable weather conditions for hydropower with a long-term focus on renewables
• TNH VN (Market Perform; TP VND 23,000): Analyst meeting Flash Note
05/03/2025
DownloadMarket Wrap: Banks rose supporting a very resilient stock market
Macro Update: Update on government action over tariff risks
Equity Research Update: Vietnam ETFs 1Q25 review estimates
04/03/2025
DownloadMarket Wrap: The market maintained firm upward momentum disregarding BCG’s unfavorable news
Macro Update: Reform, Reform, Reform
Equity Research Update: Update on the Proposed Amendments to the Law on Credit Institutions
03/03/2025
DownloadMarket Wrap: The VNIndex continued to show great resilience regardless of staggering foreign net sells
Macro Update: Update on Party resolution
Equity Research Update: REE VN: 2024 Recap: Weak performance of the hydropower portfolio was the main cause of YoY earnings decline
28/02/2025
DownloadMacro Update: Update on Vietnam market upgrade
Equity Research Update: Steel sector update: New development on AD duty investigation on imported galvanized steel from China and South Korea
27/02/2025
DownloadMarket Wrap: Volume dropped as 1300pts threshold was maintained
Macro Update: Thoughts on GDP on Q1, 2025
Equity Research Update:
MWG VN (BUY; TP VND 73,000): Maintaining earnings growth amid slow consumption recovery
26/02/2025
DownloadMarket Wrap: The market struggled but was able to maintain the 1300pts level
Macro Update: Update on Vietnam Population Trend
Equity Research Update:
• SAB VN (Market Perform; TP VND 58,000): Challenges persist
• HHV VN (Outperform; TP VND 15,100): 4Q24 Analyst Meeting Note: Steady Growth for 2025
25/02/2025
DownloadMarket Wrap: The VNIndex beat 3-year peak on liquidity outburst
Macro Update: Update on policy mix
Equity Research Update:
• BCM VN (Outperform; TP VND 89,900): A Prime Beneficiary of Vietnam’s Industrial and Urban Boom
• FRT VN (Outperform): Earnings Call
• [Flash Note] MWG VN: Analyst Meeting Note
24/02/2025
DownloadMarket Wrap: Market showed resilience despite nearing 1300pts threshold
Macro Update: Update on 2025 action plan
Equity Research Update: Steel Sector Flash update – Announcement of preliminary anti-dumping duty measures for China HRC import
21/02/2025
DownloadMacro Update: Update on Vietnam Foreign Trade
Equity Research Update:
• HPG VN (BUY; TP VND 33,500): Steel Stock to Soar? New capacity to ignite 2025 growth!
• HDG VN (Outperform; TP VND 33,100): The legal challenges at Hong Phong 4 solar farm affect earnings
20/02/2025
DownloadMarket Wrap: Market continued to climb towards peak on cautiously optimistic sentiment
Macro Update: Update on the National Assembly meeting
Equity Research Update: TCB VN (Outperform; TP VND 29,200): Resilient profit growth
19/02/2025
DownloadMarket Wrap: Market upheld upward momentum with Insurance and Rubber on the rise
Macro Update: Update on KRX system
Equity Research Update:
• PNJ VN (BUY; TP VND 123,000): Analyst Meeting Key Takeaways
• FPT VN (Outperform; TP VND 176,400): Slower-than-expected implementation progress at FPT AI Factory
18/02/2025
DownloadMarket Wrap: Local indices diverged with capitals channelling from big caps to smaller ones
Macro Update: Private sector development
Equity Research Update:
• VNM VN (Outperform; TP VND 71,500): Upgrading to OUTPERFORM on share-price weakness
• CTD VN (Outperform; TP VND 100,800): Q2FY25 earnings: The new fiscal year has started off smoothly
17/02/2025
DownloadMarket Wrap: The market maintained its upward momentum with improved sentiment.
Macro Update: Update on exchange rate and reciprocal tariff
Equity Research Update: KBC VN (BUY; TP VND 37,500): Growth cycle initiated following the removal of legal barriers
14/02/2025
DownloadMacro Update: My two cents on the recent JETRO survey
Equity Research Update:
• MCH VN (Market Perform; TP VND 169,000): Lower financial income to weigh on 2025 earnings
• [Flash Note] GMD VN (Outperform; TP VND 71,500): 4Q 2024 Earnings Call
13/02/2025
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