Daily Call

Market wrap: Markets dropped on mute liquidity, VN30F expiry incoming

Macro wrap: Update on the 2022-2023 stimulus package 

Equity wrap: QNS VN (Outperform; TP VND 65,000): 8M23 prelim results

Market wrap: Indices inched up on muted liquidity

Macro wrap: Update on government meeting with large SOEs + SBV comments

Equity wrap: FPT VN: 8M23 business results

Market wrap: Markets sank slightly amid real estate stocks meltdown

Macro wrap: Update on exchange rate

Equity wrap: PVT VN: Expanding into an upcycle

                       PVD VN: Drilling in an upcycle

Market wrap: Indices traded mixed amid cautious sentiment

Macro wrap: Update on the monthly cabinet resolution

Equity wrap: ACB VN: Seeking a nudge

Market wrap: Indices surged strongly on retails buying in

Macro wrap: Key takeaways from the recent US President trip to Vietnam  

Equity wrap: BCM VN: VSIP to boost BCM’s earnings outlook

Market wrap: Markets dropped amid giving high hope for US President visit

Macro wrap: Update on the Jan-Aug’ 23 Trade Data and the US President official visit

Equity wrap: BVH VN: Enjoy It While It Lasts

Market wrap: Indices slid slightest, midcap stocks keeps momentum

Macro wrap: Update on the US President official visit to Vietnam

Equity wrap: MarketVector Vietnam Local Index 3Q 2023 review results

                       Fertilizer sector update

Market wrap: Markets traded mixing on higher volume

Macro wrap: Update on the SBV meeting on credit

Equity wrap: PLX VN: 2Q23 earnings update

                       KBC VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Indices surged higher, liquidity healthy

Macro wrap: Legal update  

Equity wrap: HPG VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Market moved up on adding liquidity

Macro wrap: Update on Jan-Aug’ 23 public investment disbursement and PMI

Equity wrap: FTSE Vietnam Index: 3Q 2023 review results

                      FPT VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Markets keeps momentum gain, liquidity healthy

Macro wrap: Legal update

Equity wrap: DBD VN: Better-than-expected performance in the hospital channel

                       VNM VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Markets surged higher on retails excitement on KRX news

Macro wrap: Update on exchange rate

Equity wrap: TRA VN: 2Q2023 earnings results

Market wrap: Markets marched up amid news on US President upcoming visit

Macro wrap: August macro data exhibited another firm month, but more needs to be done

Equity wrap: STB VN: Q2 2023 earnings results

Market wrap: Indices surged higher despite USDVND slide further

Macro wrap: Update on the land law revision

Equity wrap: PVS VN: 2Q 2023 - Core profit higher than our forecast

Market wrap: Markets fluctuated on weakened sentiment

Macro wrap: Update on August FDI

Equity wrap: PTB VN: 2Q23 results update