Daily Call

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Daily Call
SSI Daily Equity Market Call With Update on monthly cabinet meeting, MBB, MWG, BCM
Market Wrap: Market rallied on muted news, liquidity improved
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

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SSI Daily Equity Market Call With Update on money market, MSN, MWG, NKG, HT1
Market Wrap: VN-Index extended the soft recovery on rising liquidity thanks to ETFs rebalance
Macro 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

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SSI Daily Equity Market Call With Update on Jan-Apr macro data, banking sector, IDC, PNJ, POW
Market Wrap: Lack of news, market traded in narrow bands on low volume
Macro 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

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SSI Daily Call with Update on KRX trading system, HCM, SAB and VNM
Market wrap: Main indices swing hard on muted liquidity
Macro 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

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SSI Daily Call with Update on PVD and VHM 2024 AGM notes
Market wrap: Markets surged higher, foreign investors still net sell
Macro 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

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SSI Daily Call with Update on monetary market movement and FPT's 1Q24 result
Market wrap: Major indices inched down on moderate liquidity
Macro wrap: Update on money market movement
Equity wrap: FPT VN (Outperform; TP VND 128,100): 1Q24 results

24/04/2024

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SSI Daily Call with Update on the corporate bond market and SZC's 1Q24 result
Market wrap: Market surged higher amid news on KRX launching
Macro wrap: Update on the corporate bond market
Equity wrap: SZC VN: 1Q24 strong profit growth thanks to increasing leased land

23/04/2024

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SSI Daily Call with Update on April trade data and VHC 2024 AGM note
Market wrap: Force selling across the board, Market dove again
Macro wrap: Update on Vietnam foreign trade
Equity wrap: VHC VN (Market Perform; TP VND 78,500): 2024 AGM Note

22/04/2024

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SSI Daily Call with Update on the exchange rate and FRT 2024 AGM note
Market wrap: Markets sank on VN30F1M expiry date 
Macro wrap: Exchange rate forecast update
Equity wrap: FRT VN (Outperform; TP VND 139,000): 2024 AGM Note

19/04/2024

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SSI Daily Call with Update on the exchange rate and FPT
Market wrap: Markets fluctuate whole days amid forced selling across the board
Macro 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

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SSI Daily Call with Update on the gold market and VNDiamond, VN30, VNFIND Lead Indexes 1Q24 review results
Market wrap: Markets sank heavily on negative rumors
Macro wrap: Update on the gold market
Equity wrap: VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results

16/04/2024

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SSI Daily Call with Update on Vietnam market upgrade progress and MWG 2024 AGM note
Market wrap: Indices up amid Financials surges, Liquidity back to normal level
Macro wrap: Update on new development on Vietnam market upgrade
Equity wrap: MWG VN (Outperform; TP VND 56,200): 2024 AGM note

15/04/2024

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SSI Daily Call with Update on monetary indicators and HPG 2024 AGM note
Market wrap: Markets turn positive despite morning drop amid global CPI concern
Macro wrap: Update on monetary indicators
Equity wrap: HPG VN: Margin continued to expand during 1Q24

12/04/2024

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SSI Daily Call with Update on 1Q24 trade data and DRC
Market wrap: Market still underwater on muted liquidity
Macro wrap: Update on 1Q24 trade data
Equity wrap: DRC VN: 2023 recap

11/04/2024

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SSI Daily Call with Update on Q1 state budget and MWG
Market wrap: Indices closed higher on muted liquidity
Macro 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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Open account Equity market Derivatives market Price board
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