Daily Call

Market wrap: Markets traded mix prior to domestic ETFs rebalance today

Macro wrap: Update on fiscal policy

Equity wrap: SAB VN (Market Perform; TP VND 198,500): 2023 AGM Notes

                       SCS VN: 1Q 2023 results – Down cycle in action

Market wrap: Markets surges in PM session, liquidity improved

Macro wrap: Update on Power Development Plan VIII

Equity wrap: PVD VN (Market Perform; TP VND 22,000): 2023 AGM flash note 

                      HPG VN (Market Perform; TP VND 19,800): Steel-price correction to weigh on near-term profit margin

Market wrap: Indices down amid long National holidays await

Macro wrap: Update on monetary policy

Equity wrap: TNH VN (Market Perform; TP VND 29,200): 1Q23 results: Higher profit, as patients pay more for care

                     VNM VN (Market Perform; TP VND 82,900): AGM notes: Expecting growth from Q2

Market wrap: Markets mixed with muted liquidity, all eyes on domestic ETF rebalance

Macro wrap: Update on Vietnam FDI: Resilient inflows

Equity wrap: DBD VN: 2023 AGM Notes

                       IMP VN: Upbeat 1Q2023 results

Market wrap: Indices weakened amid Realty tickers free fall

Macro wrap: Update on Revision to Circular 41

Equity wrap: DHG VN: Analyst meeting and AGM notes

                      PLC VN: State divestment on the cards between 2023-2024

Market wrap: Quiet day on the market, VN30F1m expired

Macro wrap: Update on the National Master Plan for 2021-2030

Equity wrap: QNS VN: 1Q23 prelim results

Market wrap: Liquidity inched up despite Financial drops, Bourses moved up slightly

Macro wrap: Update on SOE divestment

Equity wrap: TRA VN (Market Perform): 2023 AGM Notes

Market wrap: Main bourse manage to close green despite rock falling liquidity

Macro wrap: Update on the value added tax cut

Equity wrap: VNDiamond Index, HOSE Indexes 2Q23 review results

Market wrap: Realtors drag indices downward

Macro wrap: Update on government support measures

Equity wrap: FRT VN: 2023 AGM notes

Market wrap: Indices down, Liquidity drops

Macro wrap: Update on the money market movement

Equity wrap: ACB VN (BUY; TP VND 30,900): 2023 AGM notes

                   BSR VN (Market Perform; TP VND 16,600): 2023 AGM notes: Adjustment of periodic maintenance plan can help to increase results relative to guidance

Market wrap: Indices liquidity abundant, SBV receive cancelation FW contract from C.Banks

Macro wrap: Support for property market

Equity wrap: FMC VN: 2023 AGM Note

Market wrap: Indices swing hard amid Tan Hiep Phat arrest case

Macro wrap: News briefing

Equity wrap: PVT VN (Outperform; TP VND 23,200): 2023 AGM note

Market wrap: Indices inched down on large cap drop

Macro wrap: Vietnam Economy Watch 1Q23 Trade Data

Equity wrap: MWG VN: AGM Notes

Market wrap: Liquidity drop, markets traded mix

Macro wrap: Update on the government resolution for the March cabinet meeting

Equity wrap: FPT VN (BUY; TP VND 95,400): 2023 AGM key takeaways

                       PLX VN (Market Perform; TP VND 40,500): PGB Divestment Complete

Market wrap: Indices suddenly dove on ramped up traded value

Macro wrap: Update on the 1Q23 labor market

Equity wrap: 1Q23 earnings preview