Daily Call

Market wrap: VN equities spiked on weak liquidity despite global headwinds 

Macro wrap: Update on 2022 public investment disbursement progress and government bond issuance

Equity wrap: MWG VN (BUY; TP VND 196,000): AGM note - BHX may not reach breakeven in 2022, but capital raise still on track

Market wrap: VN equities surged back amid several relaxing talk of Gov

Macro wrap: Economy Watch 4M2022 FDI: Momentum remains

Equity wrap: VHC VN (Outperform; TP VND 101,300): AGM Note and 1Q22 Results – Solid earnings thanks to rising ASP in all export markets

Market wrap: Indices nosedived despite P/e ratio fall to 3-year low

Macro wrap: Looking beyond the horizon

Equity wrap: KDH VN: AGM notes: Steady profit plan for 2022

Market wrap: Vnindex ended 6 day in a row in red with a slight increase, liquidity healthy  

Macro wrap: News brief

Equity wrap: NKG VN (Outperform; TP VND 50,000): AGM notes: Earnings to remain strong over the short term

Market wrap: The Market Can Remain Irrational Longer Than You Can Remain Solvent

Macro wrap: Update on the corporate bond regulatory tightening measures

Equity wrap: NVL VN: Accelerated development of megacity and hospitality projects

Market wrap: Panic spreading to extreme level

Macro wrap: Update on the government bond market

Equity wrap: FRT VN: AGM Notes

Market wrap: Force sales across the board with extreme fear

Macro wrap: Update on the amendents of the Land Law

Equity wrap: TCM VN: AGM Note

Market wrap: Panicking sellers push VN equities drop more, fear spreading

Macro wrap: Update on the minimum wage increase

Equity wrap: VNDiamond Index and HOSE Indexes 2Q22 review results

Market wrap: VN Equities legged down on improved liquidity

Macro wrap: News briefing

Equity wrap: GAS VN (Outperform; TP VND 134,000): Highlights of 2022 Annual General Meeting

                       PNJ VN (Outperform; TP VND 129,000): 2022 AGM notes

Market wrap: Bourses closed intraday low on liquidity drying up across the board

Macro wrap: Update on the bad debt resolution

Equity wrap: HDC VN: M/A strategy continue with expansion into new market

Market wrap: Bourses closed intraday high on easing sentiment

Macro wrap: Update on the 1Q22 labour market

Equity wrap: HAX VN (Underperform; TP VND 32,000): Profit may peak this year, while worsened chip shortage and tightening dealer standards by Mercedes to put pressure on current operations

Market wrap: VN equities dove further amid raising uncertainties on corporate bond market

Macro wrap: Vietnam Economy Watch 1Q22 Trade Data: Recovery on track

Equity wrap: VCI VN: 2022 AGM Notes

Market wrap: Market slid on trading cautious, liquidity abundant

Macro wrap: Update on the corporate bond market and property sector

Equity wrap: ACB VN (Outperform; TP VND 43,000): 2022 AGM Notes

Market wrap: Vnindex rallied on Bluechips gain, Liquidity surged

Macro wrap: Update on the 2022 public investment progress

Equity wrap: TRA VN (BUY; TP VND 124,400): Boom in earnings to continue, with increasing new products and gradual decline in SG&A expenses on sales

Market wrap: Indices swing amid mixed sentiments, trade caution

Macro wrap: Update on the property sector

Equity wrap: CTR VN (BUY; TP VND 135,900): Active diversification – Led by residential construction & telecom infrastructure leasing segments