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Daily Call
Đấu giá mới nhất
Market Wrap: Market accelerated increases last min on low volume
Macro Update: The Fed Rate Cut on Vietnam exchange rate & Pilot resolution for commercial housing projects
Equity Research Update: PNJ VN (Outperform; TP VND 120,000): 8M24 result
19/09/2024
DownloadMarket Wrap: The VN-Index continued its upward momentum yesterday, driven by the news of a signed circular on No-Prefunding Solutions (NPS)
Macro Update: Update on NPS circular & state divestment
Equity Research Update:
- VHC VN (Outperform; TP VND 88,000): Aug ’24 results – Highest monthly sales recorded in the last 24 months
- GAS VN (Market Perform; TP VND 79,000): Increasing contribution from the LNG segment
18/09/2024
DownloadMarket Wrap: Market witnessed swift vertical rally on low volume
Macro Update: Update on 2025 GDP growth estimates
Equity Research Update:
- FPT VN (Outperform; TP VND 142,800): 8M24 results were in line with our expectations
- HPG VN (Outperform; TP VND 31,400): Sales pulled off a recovery in August, driven by exports
- DBD VN (Market Perform; TP VND 45,000): Muted growth prospects without short-term catalysts
17/09/2024
DownloadMarket Wrap: The VN-Index struggled to maintain its reference level and closed at the intraday low
Macro Update: Update on Typhoon Yagi impact and the money market
Equity Research Update:
Vietnam Market Vector Index 3Q24 review result
PVD VN (Outperform; TP VND 32,000): Continued solid industry fundamentals
16/09/2024
DownloadMarket Wrap: The VN market continued to be weighed down by weak sentiment on concerns over magnitude of impacts of the Yagi typhoon
Macro Update: Update on NASC meeting
Equity Research Update: VHM VN: Robust growth driven by a recovery of the Hanoi market
13/09/2024
DownloadMarket Wrap: Despite strong rebound of the US market, the VN market recovered with little strength
Macro Update: Update on August trade data & Standing Committee legislative meeting
Equity Research Update: VNDiamond Index 4Q24 review estimates
12/09/2024
DownloadMarket Wrap: Market struggled to recover from previous sessions’ declines, sentiment remained weak
Macro Update: Update on the typhoon Yagi impacts to Vietnam’s economy
Equity Research Update: PLX VN (Market Perform; TP VND 48,000): Positive impact from new regulation priced in
11/09/2024
DownloadMarket Wrap: The VN-Index lost grip and plunged to day’s low in the afternoon despite of rebounds of global markets
Macro Update: Update on the draft law amending several laws and MoF monthly meeting
Equity Research Update:
• FTSE Vietnam Index: 3Q 2024 review results
• DCM VN (Market Perform; TP VND 39,000): Better than expected 2Q24 results thanks to one-off income
10/09/2024
DownloadMarket Wrap: Concerns over slowing growth in the US impacted local sentiment
Macro Update: Update on monthly cabinet meeting, new progress for draft revision of Securities Law
Equity Research Update: HDG VN (BUY; TP VND 34,200): Hydropower volume recovery from H2 2024, Hado Charm Villas to realize revenue from 2025
09/09/2024
DownloadMarket Wrap: The VN-index bounced back to close the week on a high note after the drop caused by global markets selling-off pressure
Macro Update: Update on August macro data
Equity Research Update: MSN VN: New arrangement with SK Group offers financial flexibility
06/09/2024
DownloadMarket Wrap: Market retreated, having intimidated by spikes in foreign sells
Macro Update: Update on Jan-Aug' 24 FDI
Equity Research Update: VRE VN (Outperform; TP VND 25,200): Challenging in the short term, but more promising in the long run
05/09/2024
DownloadMarket Wrap: Vietnam equities slid following global markets correction
Macro Update: Update on Aug PMI
Equity Research Update: IDC VN (Market Perform; TP VND 65,000): MOUs slowdowns from 2Q24
04/09/2024
DownloadMarket Wrap: VNIndex moved sideways in a narrow band and net buying came back from foreign investors
Macro Update: Update on Jan-Aug public investment
Equity Research Update: ACB VN: 2Q24 business results
30/08/2024
DownloadMarket Wrap: Banks lifted VNIndex higher on muted liquidity
Macro Update: Update on credit growth quota
Equity Research Update: KDH VN (BUY; TP VND 45,700): The Privia handover supportive strong earnings growth through 2025
29/08/2024
DownloadMarket Wrap: Market trended sideways at the upper-band of the VN-Index
Macro Update: Update on infrastructure development
Equity Research Update: Vietnam ETFs 3Q24 review estimates
28/08/2024
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