Daily Call

Market wrap: Bourses fluctuated with cautious sentiment

Macro wrap: Update on National Assembly meeting

Equity wrap: SAB VN (Outperform; TP VND 204,000): 3Q22 analyst meeting – Stabilization in earnings growth going forward 

               MSN VN: Management significantly lowers guidance for 2022 due to impact of inflationary pressure and tightened monetary environment

Market wrap: Indices being dragged down by profit

Macro wrap: Update on the draft Circular to set “Made in Vietnam” criteria

Equity wrap: HT1 VN (Market Perform; TP VND 10,190): Tough 3Q22- This quarter may be time to call the bottom

Market wrap: Steady increase on bourses prior to FED talk this week

Macro wrap: Update on Vietnam manufacturing PMI and inflation

Equity wrap: PHR VN (Outperform; TP VND 51,000): On track to reach earnings guidance

Market wrap: Markets resilience to bad news

Macro wrap: Update on Circular 13/2022 on the provision of special loans to the credit institutions which are under special supervision

Equity wrap: PTB VN (Market Perform; TP VND 55,700): Declining demand for wood

Market wrap: Earnings released led market mix trade

Macro wrap: Update on Vietnam’s October macro data

Equity wrap: HPG VN (Market Perform; TP VND 18,000): Slowing demand is the key concern in the coming time

Market wrap: Short seller was being squeezed yesterday

Macro wrap: Resilient FDI inflows to help shore up VND

Equity wrap: BSR VN: Earnings slowed down in 3Q22 due to normalization in crack spread and oil price correction

Market wrap: Indices traded on 22 month low amid extreme cautious on every asset class

Macro wrap: Update on the 2021-2030 national master plan, with a vision to 2050

Equity wrap: PNJ VN (Outperform; TP VND 117,300): 3Q22 Analyst meeting – Inflationary pressure has yet affected earnings

                     FPT VN (Outperform; TP VND 96,600): 3Q22 update – Solid growth combined with abundant net cash position & strong interest coverage ratio

Market wrap: Bourse closed green on an extreme turbulent day amid ATH contracts traded in VN30F1M

Macro wrap: Update on Vietnam’s financial conditions

Equity wrap: TPB VN: 3Q22 business results review

Market wrap: Indices nosedive again with no clue on going up

Macro wrap: 2022 Vietnam monetary policy: SBV was front-loading policy rates

Equity wrap: SAB VN: 3Q22 prelim results – Upbeat earnings in line with expectations

                       DRC VN: Weaker-than-expected 3Q22 results on sluggish bias tire export

Market wrap: Bourses nosedive on toxic rumors

Macro wrap: Update on exchange rate

Equity wrap: VIB VN: VIB prelim results

Market wrap: Bourses traded mix on VN30F1M expiry date

Macro wrap: Update on the National Assembly meeting

Equity wrap: DGC VN (Market Perform; TP VND 85,900): Upbeat 3Q22 results on elevated selling price of yellow phosphorus

Market wrap: Bourses fluctuates amid 24 month low liquidity

Macro wrap: Update on Vietnam public debt

Equity wrap: VNDiamond Index and HOSE Indexes 4Q22 review results

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the 2022-2023 simulus package

Equity wrap: SZC VN (Market Perform; TP VND 42,500): 3Q22 net profit hit the lowest level in three years

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the exchange rate movement

Equity wrap: TDM VN (Outperform; TP VND 39,600): 3Q22 business results grow positively on a low base

Market wrap: Liquidity increase in line with the gain of indices

Macro wrap: Update on banking system

Equity wrap: DPM VN (Outperform; TP VND 53,000): DPM 3Q22 prelim results