Daily Call

Market wrap: Markets fluctuated hard, liquidity solid

Macro wrap: Update on property sector, Fitch downgrade on US credit ratings

Equity wrap: GMD VN: 1H 2023 results review – Lower core, large one-off gain in focus

Market wrap: Market was being hammered in PM session, Liquidity abundant

Macro wrap: Update on land valuation method

Equity wrap: BSR VN: 2Q23 results update

                       VHC VN (Market Perform; TP VND 80,500): 2Q23 Bottom line better than expected

Market wrap: Market was being hammered in PM session, Liquidity abundant

Macro wrap: Update on public investment disbursement and PMI

Equity wrap: DCM VN (Outperform; TP VND 36,600): Lower depreciation expense to boost 2024 earnings growth

Market wrap: Markets surged higher to intraday high amid Vingroup family at ceiling price

Macro wrap: Update on inflation

Equity wrap: MSN VN: Q2 earnings review

Market wrap: Indices keep winning despite mixing 2Q23 earnings released

Macro wrap: July macro data exhibited firmer data, but don’t expect a sharp rebound

Equity wrap: DRC VN (Market Perform; TP VND 25,300): Radial tire volume growth to slow down on higher import tariff by Brazil 

Market wrap: Vnindex surpassed 1200 amid robust rally

Macro wrap: Update on Vietnam FDI: Resilient inflows

Equity wrap: BMP VN: 2Q2023 results update

                      SAB VN: 2Q23 results – Slow sales with higher costs

Market wrap: Vnindex surpassed 1200 amid robust rally 

Macro wrap: Update on FOMC meeting, Vietnam currency

Equity wrap: HPG VN: Earnings can continue to improve in 2Q23 thanks to better capacity utilization

Market wrap: Indices shined on Banking stocks uplift

Macro wrap: Update on the Global Minimum Tax

Equity wrap: SZC VN: Leasing revenue drove 2Q23 earnings to the highest in recent quarters

Market wrap: Markets up amid solid liquidity

Macro wrap: Update on Resolution 105/2023/NQ-CP and Land Law revision

Equity wrap: SCS VN: 2Q 2023 results update

Market wrap: Indices slid slightest, moderate liquidity 

Macro wrap: Stacking bets before the FOMC meeting

Equity wrap: ACB VN: Analyst Meeting Note

Market wrap: Indices slid slightest, moderate liquidity

Macro wrap: News briefing

Equity wrap: STK VN: 2Q23 Results – Sales volume should continue to rebound during 2H23

QNS VN (Outperform; TP VND 58,000): Q2 earnings recorded a historical high

Market wrap: Markets ended 8 days winning streak with a mild decline, prior to VN30F expiry

Macro wrap: Exports & preferential sector credit update

Equity wrap: IMP VN: 2Q23 update: Record-breaking results

Market wrap: Indices up, liquidity remains high

Macro wrap: Update on corporate bond market

Equity wrap: TDM VN (Market Perform; TP VND 42,200): Double digit profit growth due to the Biwase dividend

Market wrap: Indices up, liquidity remains high

Macro wrap: Circular 08/2023/TT-NHNN on offshore loans

Equity wrap: VHC VN: Jun’23 sales results update

                     HOSE Indexes 3Q23 review results

Market wrap: Markets managed to closed green despite PM session turbulence

Macro wrap: Update on SBV conference

Equity wrap: NLG VN (Outperform; TP VND 37,800): Presales: remained challenging, yet some signs of improvement