Daily Call

Market wrap: Liquidity shallow, markets swinged

Macro wrap: Update on foreign activities in the Vietnamese stock market

Equity wrap: MWG VN (Market Perform; TP VND 43,500): Economic downturn to hurt financial performance in the coming quarters

Market wrap: Markets fluctuated amid liquidity thinnest  

Macro wrap: Update on credit growth

Equity wrap: QNS VN (Outperform, TP VND 44,600): Yet to benefit from policy on sugar market

Market wrap: Indices eased down amid profit taking on recent rally   

Macro wrap: News briefing

Equity wrap: PNJ VN (Outperform; TP VND 117,000): October results

Market wrap: Indices eased down amid profit taking on recent rally   

Macro wrap: Update on retail pump price and draft resolution on the petrol environment tax

Equity wrap: Vietnam ETFs 4Q 2022 review estimates

Market wrap: Markets managed to inch up with improvised liquidity

Macro wrap: On the radar

Equity wrap: HSG VN (Market Perform; TP VND 10,100) & NKG VN (Market Perform; TP VND 9,600): Still headwinds ahead

                       VTP VN: Earnings dip raising questions

Market wrap: Indices surged higher despite VN30F1M expiry

Macro wrap: Update on property market

Equity wrap: KDC VN (Market Perform; TP VND 51,000): 3Q22 GPM declined sharply YoY despite revenue growth

Market wrap: Shorts squeezed across the boards

Macro wrap: Update on money market movement and exchange rate

Equity wrap: Vietnam Banking sector Update: A thorny path ahead

Market wrap: Force Sales across the boards

Macro wrap: Update on the fuel supply shortage situation

Equity wrap: KDC VN: 3Q22 results: GPM sharply declined despite revenue continued to growth

Market wrap: Markets down amid diminishing liquidity

Macro wrap: Update on the Vietnam Corporate Bond Market

Equity wrap: VNM VN: Company Update

Market wrap: Margin calls on property tickers dragged indices

Macro wrap: News briefing

Equity wrap: BMP VN (Outperform; TP VND 58,800): 3Q22 earnings peaked thanks to lower input materials

Market wrap: Markets sank amid weak sentiment

Macro wrap: News briefing

Equity wrap: FPT VN (Outperform; TP VND 95,400): Solid growth supported by abundant net cash & strong interest coverage ratio

Market wrap: Indices up with moderate liquidity, SOCBs lead the gain

Macro wrap: Update on fuel supply shortage in Vietnam

Equity wrap: MWG VN (BUY; TP VND 61,000): Decelerating earnings growth, higher financial expenses

Market wrap: Markets being calm amid Deputy PM holds emergency meetings with realtor

Macro wrap: Vietnam Economy Watch Oct Trade Data: Trade drops as demand worsens

Equity wrap: Vietnam Property sector update

Market wrap: Indices sank further despite SBV Governor calm

Macro wrap: Update on 10M22 State Budget and 2023 State Budget Plan

Equity wrap: HPG VN (Market Perform; TP VND 15,700): Quick update on Oct sales volume and blast furnace closure 

Market wrap: VN equities sank on domestic ETF rebalancing date

Macro wrap: Update on government discussion on selected issues

Equity wrap: PVD VN (Market Perform; TP VND 18,200): Short-term impacted from global monetary tightening