Daily Call

Market wrap: Vnindex near ATH threshold on abundant liquidity

Macro wrap: Update on the March cabinet meeting

Equity wrap: STK VN (BUY; TP VND 70,300): AGM Note

Market wrap: Vn Equities surged on risk on sentiment across the board

Macro wrap: Government & industry discuss possibility of an energy crunch

Equity wrap: NT2 VN (Outperform; TP VND 26,800): Likely better-than-expected 1H22E earnings

Market wrap: Indices manged to closed green despite rock bottom liquidity

Macro wrap: Update on 1Q22 state budget

Equity wrap: DGC VN (Outperform; TP VND 252,000): AGM note 

                      VNDiamond Index 2Q22 review estimates

Market wrap: Financials inched up keeps market resilient over strong turbulences

Macro wrap: Update on Vietnam Balance of Payments

Equity wrap: HTN VN (Outperform; TP VND 69,300): Solid backlog to support FY22E sales and earning growth

Market wrap: VN equities bounced on bright upcoming released earnings season

Macro wrap: Vietnam 1Q2022 Macro Update

Equity wrap: MWG VN (BUY; TP VND 174,000): Modest 2M22 results

Market wrap: Bourses plummeted amid bad news on FLC chairman

Macro wrap: Economy Watch 1Q2022 FDI

Equity wrap: PDR VN: 2022 AGM Notes

Market wrap: Bourses went sideways on abundant liquidity

Macro wrap: Bank Debt Forgiveness SOEs to be Redeemed

Equity wrap: VSC VN (Market Perform; TP VND 46,500): 2022 AGM notes

Market wrap: Bourses traded mix amid global indices shake out  

Macro wrap: Update on the banking sector action plan

Equity wrap: Banking sector update: Solid growth maintained amongst JSCBs in 1Q22  

Market wrap: VN equities lingered around 1500 threshold on risk on sentiment

Macro wrap: Update on the National Assembly Standing Commitee meeting

Equity wrap: DBD VN (BUY; TP VND 73,000): Rare to-buy case left among pharma players, with big leap from the new GMP-EU factory

Market wrap: Bourses continued upbeat momentum on above 1M average liquidity

Macro wrap: Update on the public investment progress

Equity wrap: HSG VN (Market Perform; TP VND 41,300): AGM Notes

Market wrap: VN equities gained on ETFs Review date

Macro wrap: Economy Watch: March bimonthly trade data and retail pump prices

Equity wrap: VIB VN: AGM notes

Market wrap: VN equities gained on ETFs Review date

Macro wrap: Update on SOE reform

Equity wrap: FMC VN (Outperform, TP VND 67,400): Company update

Market wrap: Bourses mixed on VN30F2203 expiry date

Macro wrap: Update on the 2022 – 2023 Covid-19 strategy: From pandemic to endemic

Equity wrap: DPG VN (Market Perform; TP VND 83,200): Launch of the Con Tien real estate project to help maintain growth in 2022

Market wrap: Bourses extended the gain on muted liquidity

Macro wrap: Update on March Fed meeting & Vietnamese economy implications

Equity wrap: DXG VN: Analyst Meeting Note

Market wrap: 3y trendline supported the gain on Vietnam equities

Macro wrap: Update on the amendents of the Land Law

Equity wrap: VHC VN (Market Perform; TP VND 86,800): 2M22 Update – Rising ASP amidst rising costs