Daily Call

Market wrap: Vietnam equities inched up amid fading fears

Macro wrap: Update on the retail pump prices

Equity wrap: Nova Consumer Group JSC (NCG): IPO report - Diversification from agriculture to consumer goods

Market wrap: Bourses mixing trade with improved liquidity

Macro wrap: News briefing

Equity wrap: BMP VN (Outperform; TP VND 67,000): Earnings can rebound strongly in 2022, driven by recovery in both sales volume and profit margin

Market wrap: Bourses moved up above 1500 threshold on easing sentiment

Macro wrap: Update on Covid situation in Vietnam

Equity wrap: CTG VN (Outperform): Pre-emptive provisioning led to a pullback in PBT during 4Q 2021

Market wrap: Institutional buying balanced out yesterday drop on main indices

Macro wrap: News briefing

Equity wrap: VHC VN (Outperform; TP VND 86,800): Record quarterly earnings in the last 3 years

Market wrap: Institutional buying balanced out yesterday drop on main indices

Macro wrap: Update on the North-South expressway (Eastern portion) progress

Equity wrap: KDH VN (Outperform; TP VND 61,000): 2021 earnings in-line with target

Market wrap: Bourses plummeted on risk off sentiment amid global uncertainties

Macro wrap: Update on the border reopening and tourism resume

Equity wrap: DGW VN (Outperform; TP VND 130,000): Decelerated growth, with more reasonable valuation

Market wrap: Vnindex and Hnxindex eased down on global headwinds

Macro wrap: News briefing

Equity wrap: SAB VN (Outperform; TP VND 188,000): 4Q21 Analyst meeting – A reopening play

Market wrap: Bourses stayed green despite bluechips drags

Macro wrap: Economy Watch: January trade balance remained in surplus

Equity wrap: HPG VN (Outperform; TP VND 54,000): Steel price rebound can support earnings, but 2022 margin can still contract from 2021 peak due to high coal price

Market wrap: Main indices continued upbeat mode despite Financials lagged

Macro wrap: Update on inflation and price controls

Equity wrap: PNJ VN (Outperform; TP VND 117,300): 2021 earnings beat consensus expectations

Market wrap: Main indices traded mix on improved liquidity

Macro wrap: Update on 2021 banking sector review and 2022 credit policy outlook

Equity wrap: Electricity sector outlook 2022: Coal-fired plants could capture higher growth  

Market wrap: Bourses surged up after long holidays despite bottomed liquidity

Macro wrap: Update on January State Budget

Equity wrap: Brokerage sector outlook 2022: The race for retail investors

Market wrap: Bourses inched up despite domestic ETF review

Macro wrap: January macro review: Momentum resumes

Equity wrap: GAS VN (Outperform; TP VND 134,000): Oil price uptrend prompts an upgrade

Market wrap: Indices eased down on bottomed liquidity, amid fear upon Fed talk

Macro wrap: Update on Vietnam’s new Covid-19 risk level assessment and Jan FDI 

Equity wrap: HPG VN: Flash update on 4Q21 earnings

Market wrap: Bourses inched up on continued institutional inflow

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

Equity wrap: Water sector outlook 2022: Stable growth  

Market wrap: Bourses bounced back strongly amid strong FII inflow  

Macro wrap: Update on the 2022 – 2023 stimulus package

Equity wrap: Aviation sector outlook 2022: Recovery in domestic first, international must wait