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Daily Call
Đấu giá mới nhất
Macro wrap: Update on the 2024 Budget
Equity wrap: Vietnam Brokerage sector 2024 outlook: Forward momentum
07/02/2024
DownloadMacro wrap: Update on the Decree on land valuation
Equity wrap: Insurance sector 2024 outlook
06/02/2024
DownloadMacro wrap: Legislation briefing
Equity wrap: DGW VN: 4Q23 earnings results
05/02/2024
DownloadMacro wrap: Update on the monthly cabinet meeting
Equity wrap: SCS VN: 4Q 2023 Earnings Results - Landing the big-name contract provides room for growth.
02/02/2024
DownloadMacro wrap: Update on the Circular 22/2023 on CAR calculation and Progress on Vietnam market economy status
Equity wrap: CTR VN: 4Q23 earnings results
VCB VN (Outperform): 4Q23 earnings results
01/02/2024
DownloadMacro wrap: Update on Vietnam rail link to China
Equity wrap: SZC VN (Market Perform; TP VND 37,600): Double-digit growth in NPAT for 4Q23, rising from low base
VNM VN (Outperform; TP VND 87,600): 4Q23 earnings growth to be highest since 4Q18
31/01/2024
DownloadMacro wrap: January Macro update
Equity wrap: NLG VN (Outperform): 4Q23 earnings result
30/01/2024
DownloadMacro wrap: Update on FDI
Equity wrap: DCM VN (Outperform; TP VND 33,500): 4Q23 earnings result
29/01/2024
DownloadMacro wrap: The final stretch, as Vietnam approaches ever closer towards upgrade to emerging market
Equity wrap: Construction Stone sector 2024 outlook: Demand is expected to increase from 2H24
26/01/2024
DownloadMacro wrap: Update on the corporate bond market
Equity wrap: VHC VN (Market Perform; TP VND 64,500): 4Q23 results: Weaker-than-expected earnings due to deteriorated ASP and low volume
25/01/2024
DownloadMacro wrap: Update on the inflation control meeting
Equity wrap: IMP VN (Outperform; TP VND 76,000): 4Q23 results within expectations
24/01/2024
DownloadMacro wrap: Update on exchange rate
Equity wrap: HPG VN (Outperform; TP VND 30,000): 4Q23 earnings results exceeded expectations
23/01/2024
DownloadMarket wrap: SOE Banks names lift the indices further
Macro wrap: News briefing
Equity wrap: Seaport & Logistics sector 2024 outlook: Inventory restocking and geopolitical tension as key catalysts
FPT VN (Outperform; TP VND 109,200): 2023 preliminary results were within our expectations
22/01/2024
DownloadMacro wrap: Update on the newly-approved Land Laws
Equity wrap: MWG VN: Extraordinary information disclosure
19/01/2024
DownloadMacro wrap: Update on the National Assembly meeting
Equity wrap: Vietnam Cement Sector 2024 Outlook: Valuations ahead business rebound
18/01/2024
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