Daily Call
Đấu giá mới nhất
Market Wrap: The correction extended on heavy foreign pressure
Macro Update: Update on the National Assembly meeting and legal agenda for 2024 and 2025
Equity Research Update:
- MarketVector Vietnam Index: 2Q 2024 review results
- VRE VN (Outperform; TP VND 29,500): New mall inauguration support VRE to grow in mall leasing business
17/06/2024
DownloadMarket Wrap: The VN-Index lost hold at 1300 pts threshold and dropped to intraday low
Macro Update: Update on the PPP regulation and gold market
Equity Research Update:
- GEX VN: Strong earnings growth in 1Q24 driven by industrial park segment and financial income
- NLG VN (Market perform; TP VND 43,000): Envisioning a substantial presales recovery from last year
14/06/2024
DownloadMarket Wrap: The VN-Index hovered around 1300 pts level, seeking reinforcement and reassurance
Macro Update: Drafts of Corporate Income Tax Law (CIT Law) and VAT cut package
Equity Research Update:
- Vietnam Aviation Sector Update: Flight time is now
- DCM VN (Market Perform; TP VND 38,700): AGM Note
13/06/2024
DownloadMacro Update: Update on inflation control meeting
Equity Research Update:
- iShares Frontier and Select EM ETF closing down
- Container shipping update: Global supply chain disruption escalates into high season
- VIB VN: EGM Note
12/06/2024
DownloadMarket Wrap: The market was dragged down by staggering foreign sells
Macro Update: Update on May trade data, NASC meeting
Equity Research Update: TNH VN (Outperform; TP VND 25,900): 1Q24 results and AGM documents
11/06/2024
DownloadMarket Wrap: Market inched upward on boom of Ports/Logistics and Rubber sectors
Macro Update: Update on Government meeting
Equity Research Update: FTSE Vietnam Index: 2Q 2024 review results
10/06/2024
DownloadMarket Wrap: Ports and Logistics stocks soared as VN-Index edged up +0.31%
Macro Update: Update on MSCI 2024 market classification
Equity Research Update:
- QNS VN (Market Perform; TP VND 56,700): High cash dividend
- DCM VN (Market Perform; TP VND 38,700): Earnings to rebound on reduced depreciation
07/06/2024
DownloadMarket Wrap: The VN-Index bent on intensified foreign sells towards closing, unable to breakthrough 18-month high
Macro Update: Update on the monthly cabinet meeting minutes
Equity Research Update:
- Updates on some steel protection measures
- CTG VN (Outperform; TP VND 38,500): Setting sail
06/06/2024
DownloadMarket Wrap: VN-Index continued to face pressure at 18-month high level
Macro Update: Update on public investment and gold market
Equity Research Update:
- GAS VN (Market Perform; TP VND 84,000): Significant cash dividend yield for 2023
- DPM VN (Market Perform; TP VND 35,200): Earnings recovery from last year’s low base
- VNM VN (Outperform; TP VND 82,000): 5M2024 Results
05/06/2024
DownloadMarket Wrap: The market struggled when facing strong resistant level
Macro Update: Update on MoF monthly recap meeting
Equity Research Update:
- ACV VN (Outperform; TP VND 136,000): A bright sky after the storm
- MSN VN (Outperform; TP VND 93,400): A new phase of growth
04/06/2024
DownloadMarket Wrap: The market rallied on eased exchange rate pressure and decelerated foreign sells
Macro Update: Update on monthly cabinet meeting and gold market
Equity Research Update: DPR VN: Rubber prices highest in two years
03/06/2024
Downloadarket Wrap: The market plunged on unsuccessful attempts to rebound
Macro Update: Update on gold, money market
Equity Research Update: QNS VN: 4M24 results
31/05/2024
DownloadMacro Update: Update on the May National Assembly
Equity Research Update:
- KBC VN: 2024 AGM documents
- NT2 VN (Market Perform; TP VND 23,000): 2024 AGM
- MSN VN (TP VND 84,800): Update on the divestment of MSR from H.C Stark
30/05/2024
DownloadMarket Wrap: The market plunged on intensified foreign sells throughout the day
Macro Update: Update on May macro data
Equity Research Update:
- GAS VN: AGM and 1Q24 update: Significant cash dividend yield for 2023
- ACB VN (Outperform; TP VND 36,000): An athlete for a long run
29/05/2024
DownloadMacro Update: Update on land-related laws
Equity Research Update: HAH VN: 1Q earnings should be the bottom
28/05/2024
Download