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Daily Call
Đấu giá mới nhất
Market Wrap: Robust gains were observed in a number of sectors despite the VN-Index closing flat
Macro Update: Update on monthly cabinet meeting
Equity Research Update: Vietnam Monthly Strategy & Outlook July 2024: Acclimating at base camp
08/07/2024
DownloadMarket Wrap: Growth and recovery stories continued to attract capitals, the VNIndex booked a whole week of gains
Macro Update: Update on draft regulation on digital tech industry
Equity Research Update: FRT VN: 1Q24 earnings review
05/07/2024
DownloadMarket Wrap: Market rose for the 4th consecutive session on dried up liquidity, supported by IT and Oil/Gas
Macro Update: Update on inflation and electricity prices
Equity Research Update: TNH VN: AGM Update
04/07/2024
DownloadMarket Wrap: The VNIndex managed to pull another late rally on simultaneous rise of banks
Macro Update: Update on public salary reform, non-prefunding solution
Equity Research Update: 2Q24 corporate earnings preview
03/07/2024
DownloadMarket Wrap: Market saw unexpected strong rally, driven by banks
Macro Update: Update on 1Q24 Vietnam Balance of Payments
Equity Research Update: VEA VN: Support policies to boost consumption ahead
02/07/2024
DownloadMarket Wrap: Market picked up positive momentum in the afternoon, driven by big caps
Macro Update: 1H24 macro update: Rolling recovery extended, with better-than-expected initial reading
Equity Research Update:
- VN30 Index and VNFIN Lead Index 3Q24 review estimates
- VND VN: AGM Update
01/07/2024
DownloadMarket Wrap: The market tumbled on last minutes pressure but still returned 10.3% in 1H24
Macro Update: Resilient FDI inflows propped up economic performance
Equity Research Update: PC1 VN (Outperform; TP VND 32,900): Growth through diversification
28/06/2024
DownloadMarket Wrap: Market trended sideway as investors stayed aloof anticipating OMO rate hike
Macro Update: Update on state-owned divestment and rail network updates
Equity Research Update:
- GMD VN (Market Perform; TP VND 77,000): 2024 AGM flash note
- BCM VN (Outperform; TP VND 84,700): Significant charter capital raising in 2024-2025
- FPT VN (Market Perform; TP VND 141,500): Long-term growth outlook with global AI and cooperation across ASEAN region
27/06/2024
DownloadMarket Wrap: Market edged up humbly, supported by Materials, IT and Shipping/Ports
Macro Update: Update on NA meeting and US DoT joint statement on CSPED
Equity Research Update: GVR VN (Market Perform; TP VND 36,100): Ever more profitable, rooted in the highest rubber price since 2022
26/06/2024
DownloadMarket Wrap: Market rebounded weakly on cautious market sentiment
Macro Update: Update on 1H24 macro preview; Underperforming BOT projects put on notice
Equity Research Update: MWG VN (Outperform; TP VND 65,700): 5M2024 result
25/06/2024
DownloadMarket Wrap: Market plunged hard as securities firms were rumoured to trim off margin for Jun-end reporting
Macro Update: Update on the NA meeting and exchange rate
Equity Research Update: MCH VN (Market Perform; TP VND 235,300): Power brands led by innovation
24/06/2024
DownloadMarket Wrap: Market rolled sideway with IT and Shipping/Ports as bright spots
Macro Update: Update on the Law on the Management of State Capital in Enterprises
Equity Research Update:
- PNJ VN (Outperform; TP VND 112,000): May results
- DPR VN (Outperform; TP VND 47,600): Update on Binh Phuoc province’s land use plan adjustment and impact on DPR
21/06/2024
DownloadMarket Wrap: The market was volatile on expiration date of June futures contract
Macro Update: Update on the state budget and trade data
Equity Research Update: PVS VN (Market Perform; TP VND 44,000): Analyst meeting and AGM flash note – Green in focus
20/06/2024
DownloadMarket Wrap: VN-Index continued sideway amid immense foreign sell
Macro Update: Update on credit growth and pilot scheme for commercial housing projects
Equity Research Update:
- KBC VN (Market Perform; TP VND 34,400): 2024 AGM note
- VHC VN (Outperform; TP VND 88,000): Upgrade to OUTPERFORM
19/06/2024
DownloadMarket Wrap: Market rebounded after yesterday’s slide on sideway trajectory
Macro Update: Update on VAT law
Equity Research Update: NLG VN (Market Perform; TP VND 43,000): 25% share transfer of Nam Long Dai Phuoc completed
18/06/2024
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