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Daily Call
Đấu giá mới nhất
Market Wrap: The market ended on high note following last Fri's strong correction
Macro Update: Update on FDI inflows
Equity Research Update:
- Vietnam ETFs 2Q 2024 review estimates
- BSR VN (Market Perform; TP VND 23,000): Earnings likely bottom out during 2Q24
- POW VN (Outperform; TP VND 13,900): Lower utilization to weigh on 2024 earnings growth
27/05/2024
DownloadMarket Wrap: Market correction intensified amid heavy foreign pressure
Macro Update: Update on interest rate forecast
Equity Research Update:
- VCB VN (Outperform; TP VND 111,800): Resilient NIM
- ACB VN: 1Q24 business results
24/05/2024
DownloadMarket Wrap: Despite a gloomy morning, market unexpectedly took off with fabulous gains in the afternoon
Macro Update: Update on power supply
Equity Research Update:
- HDG VN (Outperform; TP VND 36,900): Real estate segment and lower interest expense to drive long-term earnings growth
- BSR VN: Earnings can bottom out in 2Q24
23/05/2024
DownloadMarket Wrap: The market corrected on sharper selling pressure
Macro Update: Update on the exchange rate
Equity Research Update:
- FPT VN (TP VND 128,100): 4M24 results
- TPB VN (Outperform; TP VND 22,700): Earnings to bounce back
22/05/2024
DownloadMarket Wrap: Depsite tremendous selling pressure, VNIndex pulled miraculous recovery at the end
Macro Update: Update on the gold auction, exchange rate and trade data
Equity Research Update:
- PNJ VN (Outperform; TP VND 112,000): April results
- TCB VN (Market Perform; TP VND 54,700): Earnings beat estimate with higher NIM
21/05/2024
Download- SAB VN (Market Perform; TP VND 65,400): Early signs of recovery
- PLX VN (Market Perform; TP VND 40,800): Strong 1Q24 earnings growth in line with expectation
- KBC VN (Market Perform; TP VND 34,400): Pile of cash amassed from R.E. deposits spells further investment in current projects
- BCM VN (Outperform; TP VND 84,700): Quick update
20/05/2024
DownloadMacro Update: Update on May inflation and government meeting on monetary and fiscal policy
Equity Research Update:
- MSN VN (TP VND 84,800): Update on recent developments
- Update on antidumping tax by the US on truck/bus tires from Thailand and DRC
- MSB VN (Market Perform; TP VND 16,200): Higher provisions hinder earnings growth
17/05/2024
DownloadMarket Wrap: Banks gained momentum and extended market rally
Macro Update: Update on the Party’s central committee meeting and gold market
Equity Research Update:
- MSB VN: 1Q24 business results
- KDH VN (Outperform; TP VND 41,300): Increasing investment in large projects to prepare for long term growth
16/05/2024
DownloadMacro Update: Update on the May National Assembly meeting and gold market
Equity Research Update:
Vietnam potential upgrade to market economy status and impacts on exporters
CTR VN (Market Perform; TP VND 133,200): 4M24 preliminary results
TNG VN (Outperform; TP VND 23,500): 1Q24 results updates
IDC VN (Market Perform; TP VND 62,300): MOUs value is the highest within 10 years
15/05/2024
DownloadMacro Update: Update on FX and gold sales
Equity Research Update:
MWG VN (Outperform; TP VND 65,800): Analyst meeting
BMP VN (Market Perform; TP VND 122,000): High cash dividends
14/05/2024
DownloadMarket Wrap: Market was well-supported despite profit-realization activities and aggressive foreign sells
Macro Update: Update on the NASC meeting and trade data
Equity Research Update: KDH VN: 1Q24 results: stayed low with some units recognized in The Classia project
13/05/2024
DownloadMacro Update: Update on draft decree proposal of the Investment Support Fund
Equity Research Update: VNM VN (Outperform; TP VND 82,000): AM Note
10/05/2024
DownloadMacro Update: Update on the progress to market economy and exchange rate
Equity Research Update:
1Q2024 Corporate Earnings Insights: Overcome the most difficult times
VHC VN (Market Perform; TP VND 78,500): prelim 1Q24 results
FMC VN (Outperform; TP VND 55,800): 1Q24 results
CTR VN (Market Perform; TP VND 133,200): Greater cash dividends might result in the significant change of capital structure
09/05/2024
DownloadMacro Update: Update on FDI inflows and gold auction
Equity Research Update:
HPG VN (BUY; TP VND 34,500): Impressive sales volume in Apr
PVT VN (Outperform; TP VND 30,000): 1Q2024 results and AGM update
08/05/2024
DownloadMacro Update: Update on domestic gold price and state revenue
Equity Research Update:
PLX VN (Outperform; TP VND 40,800): Strong earnings growth in 1Q24 in line with our expectation
VTP VN: 1Q 2024 results and AGM quick note
NT2 VN: 1Q24 results are broadly in line with our expecation
07/05/2024
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