Daily Call
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Macro Update: Update on monthly cabinet meeting
Equity Research Update:
MBB VN: Meeting note
MWG VN (Outperform; TP VND 65,800): Upbeat 1Q24 results
BCM VN (Outperform; TP VND 84,700): PAT grew by double digits due to recognition of resettlement projects
06/05/2024
DownloadMacro Update: Update on the money market movement and gold market
Equity Research Update:
MSN VN (TP VND 84,800): 2024 AGM takeaways and 1Q24 earnings results
MWG VN: Upbeat 1Q24 results
NKG VN (Market Perform; TP VND 23,000): Ambitious expansion plans in store for 2024-2025
HT1 VN (Market Perform; TP VND 11,600): Earnings may have hit trough in 1Q24
03/05/2024
DownloadMacro Update: Update on Jan-Apr macro data
Equity Research Update:
1Q24 Banking sector results
IDC VN (Outperform): Robust 1Q24 earnings growth
PNJ VN (Outperform; TP VND 112,000): 2024 AGM note and 1Q24 earnings update
POW VN (Market Perform): 1Q24 results were in line with our expectation
02/05/2024
DownloadMacro wrap: News briefing
Equity wrap:
HCM VN: 2024 AGM Notes
SAB VN (Market Perform; TP VND 63,900): 2024 AGM memo
VNM VN (Outperform; TP VND 82,000): 2024 AGM memo
26/04/2024
DownloadMacro wrap: News briefing
Equity wrap:
PVD VN (Outperform; TP VND 36,000): 2024 AGM Notes
VHM VN (Outperform; TP VND 69,400): 2024 AGM Notes
25/04/2024
DownloadMacro wrap: Update on money market movement
Equity wrap: FPT VN (Outperform; TP VND 128,100): 1Q24 results
24/04/2024
DownloadMacro wrap: Update on the corporate bond market
Equity wrap: SZC VN: 1Q24 strong profit growth thanks to increasing leased land
23/04/2024
DownloadMacro wrap: Update on Vietnam foreign trade
Equity wrap: VHC VN (Market Perform; TP VND 78,500): 2024 AGM Note
22/04/2024
DownloadMacro wrap: Exchange rate forecast update
Equity wrap: FRT VN (Outperform; TP VND 139,000): 2024 AGM Note
19/04/2024
DownloadMacro wrap: Update on the exchange rate
Equity wrap: FPT VN (Outperform; TP VND 128,100): Valuation to reflect 2024-2025 growth story and updates on 2024 AGM
17/04/2024
DownloadMacro wrap: Update on the gold market
Equity wrap: VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results
16/04/2024
DownloadMacro wrap: Update on new development on Vietnam market upgrade
Equity wrap: MWG VN (Outperform; TP VND 56,200): 2024 AGM note
15/04/2024
DownloadMacro wrap: Update on monetary indicators
Equity wrap: HPG VN: Margin continued to expand during 1Q24
12/04/2024
DownloadMacro wrap: Update on 1Q24 trade data
Equity wrap: DRC VN: 2023 recap
11/04/2024
DownloadMacro wrap: Update on Q1 state budget
Equity wrap: MWG VN (Outperform; TP VND 56,200): BHX's completed 5% private placement
10/04/2024
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