Daily Call

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Daily Call
SSI Daily Call with Update on Automobile sector and VIB

Market wrap:  Bourses mix prior to Fed decision this week

Macro wrap:  Update on infrastructure investment

Equity wrap:  Automobile Sector Outlook 2H2022 & 2023

                       VIB VN: 2Q22 results

25/07/2022

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SSI Daily Call with Update on PNJ

Market wrap: Vn Equities inched up on Vn30f1m expiry date

Macro wrap: News briefing

Equity wrap: PNJ VN (Outperform; TP VND 136,800): 2Q22 analyst meeting – Impressive growth on all sales channels

22/07/2022

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SSI Daily Call with Update on corporate bond market and IPs sector

Market wrap: Vn Equities poised for a global relief rally, sectors all gain

Macro wrap: Update on the corporate bond market

Equity wrap: Vietnam Industrial Parks Update: New regulations bringing a more efficient sector

21/07/2022

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SSI Daily Call with Update on banking sector

Market wrap: Bourses mix on quiet trading day, sentiment eased

Macro wrap: Update on the air travel recovery

Equity wrap: Update on banking sector

20/07/2022

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SSI Daily Call with Update on State budget and HOSE Index 3Q22 review results

Market wrap: Indices inched down prior to VN30F1M expiry, sectors mix

Macro wrap: Update on 1H22 State Budget 

Equity wrap: HOSE Index 3Q22 review results 

19/07/2022

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SSI Daily Call with Update on banking sector and VHC

Market wrap: Indices down on improved liquidity

Macro wrap: Update on central bank conference on 1H22 review (and 2H22 action plan)

Equity wrap: Update on fishery sector and VHC

18/07/2022

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SSI Daily Call with Update on F&B sector

Market wrap: Brokerage rally fueled the gain of index, Financials share same mood

Macro wrap: News briefing

Equity wrap: Food & Beverage Sector Outlook 2H2022-2023: Time to stay defensive

15/07/2022

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SSI Daily Call with Update on labour market and retail sector

Market wrap: Bourses inched down despite Financials gain

Macro wrap: Update on the 2Q22 and 1H22 labor market

Equity wrap: Retail Sector Update

14/07/2022

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SSI Daily Call with Update on capital market development and healthcare sector

Market wrap: Indices surged higher on relaxing sentiment

Macro wrap: Update on new Resolution 86/2022/NĐ-CP

Equity wrap: Healthcare Sector Outlook 2H2022 & 2023

13/07/2022

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SSI Daily Call with Update on husbandry sector and DBC

Market wrap: Bourses tumbled amid rumours on Vingroup top executive member  

Macro wrap: Update on retail pump prices

Equity wrap: Update on husbandry sector and DBC

12/07/2022

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SSI Daily Call with update on July market outlook

Market wrap: Vn equities bounced back on 20 months low traded value

Macro wrap: News briefing

Equity wrap: July market outlook

11/07/2022

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SSI Daily Call with update on Trade data and BVH

Market wrap: Vn equities bounced back on 20 months low traded value

Macro wrap: Vietnam Economy Watch June Trade Data: Import inflation hitting the trade balance

Equity wrap: BVH VN (Outperform; TP VND 72,400): 2022 AGM note

08/07/2022

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SSI Daily Call with Update on interest subsidy package and banking sector

Market wrap: Bourses break down to new low on extreme fear

Macro wrap: Update on the interest subsidy package

Equity wrap: Banking sector outlook in 2H22

07/07/2022

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SSI Daily Call with Update on State budget and KBC

Market wrap: Bourses DOWN despite Financials gains, others sectors mix

Macro wrap: Update on 1H22 State Budget

Equity wrap: KBC VN (BUY; TP VND 40,300): 2022 AGM Notes

06/07/2022

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SSI Daily Call with Update on June cabinet meeting and PVT

Market wrap: Bourses traded mix amid cautious sentiment towards upcoming Q2/22 earnings released

Macro wrap: Update on the June cabinet meeting

Equity wrap: PVT VN (BUY; TP VND 26,200): 2022 AGM flash note 

05/07/2022

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