Daily Call

Market wrap: Indices eased down on muted liquidity

Macro wrap: 2022 Vietnam monetary policy: SBV officially raises rates

Equity wrap: PNJ VN (BUY; TP VND 139,200): Resilient growth despite inflationary pressure

Market wrap: Indices eased down on muted liquidity

Macro wrap: Update on September Fed meeting

Equity wrap: Vietnam Property Sector Update: Potential impact from Decree 65 on corporate bond issuance

Market wrap: Indices bounced back on institutional buying

Macro wrap: Update on credit management

Equity wrap: PAN VN: Solid core platform to fuel earnings growth

Market wrap: Indices sank prior to next Fed rate hike decision

Macro wrap: Corporate bond legal framework updates

Equity wrap: AST VN (Outperform; TP VND 69,000): Earnings turnaround after eight consecutive quarters of losses

Market wrap: Liquidity improved on ETF rebalancing day

Macro wrap: News brief

Equity wrap: Update on Pharmaceutical retail sector

Market wrap: Quiet trading activities in VN30F1M expiry date

Macro wrap: Update on 2022 public investment progress

Equity wrap: KDC VN: 1H22 results: Optimization of current operations and business expansion

Market wrap: Bourses survived heavy sales off by a mild decline

Macro wrap: Update on the revision of the Law on Residential Housing

Equity wrap: OCB VN (Market Perform; TP VND 22,500): Bank faces obstacles ahead

Market wrap: Bourses went sideway whole day then shot up on Financials gain

Macro wrap: On the Newest Update of Decree 153

Equity wrap: DRC VN (Outperform; TP VND 34,400): Raw material price correction to support 2H22 earnings growth

Market wrap: VN equities fluctuated as VN30F1M expiry date

Macro wrap: Update on 8M22 State Budget

Equity wrap: VRE VN (BUY; TP VND 35,200): Back to normal track

Market wrap: VN Equity bounced back on institutional buying

Macro wrap: Update on draft of Vietnam’s National Energy Development Strategy to 2030 and outlook to 2045

Equity wrap: Vietnam ETFs 3Q2022 review results

Market wrap: Bourses edged down on retail panic sales

Macro wrap: Vietnam Economy Watch August Trade Data: Differentiate with tech-driven exporters

Equity wrap: HT1 VN (Market Perform; TP VND 16,000): High coal prices exert downward pressure on profit margins

Market wrap: Bourses sank heavily on multiple headwinds

Macro wrap: Update on credit growth extension and exchange rate movement

Equity wrap: VTP VN (BUY; TP VND 85,500): 6M 2022 update – At the turning point

Market wrap: Financials inched up lift retail sentiment

Macro wrap: Update on the August cabinet meeting

Equity wrap: Vietnam Power Sector Update: To narrow the ASP gap between gas-fired and coal-fired power plants

Market wrap: Bourses traded mix on flash sector rotations

Macro wrap: Update on the Vietnam August manufacturing

Equity wrap: Vietnam Fertilizer Sector Update: Urea price shows early recovery signals

Market wrap: VN equities went sideway despite increasing volume of VN30F2209

Macro wrap: Update on Land Laws revision

Equity wrap: Vietnam ETFs 3Q 2022 review estimates