Daily Call

Market wrap: VN equities edged down on profit taking

Macro wrap: Update on 2021 and 1Q22 corporate bond market

Equity wrap: OCB VN (Market Perform; TP VND 23,200): Earnings fall in chasm due to the upswing in bad debt 

Market wrap: Bourses gained on improved liquidity

Macro wrap: Update on Vietnam tax break policy

Equity wrap: HVN VN: 1Q 2022 results – Shareholder equity in negative territory

Market wrap: Bourses mixed on bottom fishing attempt

Macro wrap: Update on May macro data

Equity wrap: BID VN: Credit quality well managed

Market wrap: Bourses mixed on bottom fishing attempt

Macro wrap: Update on the Vietnam fixed income market

Equity wrap: DBD VN (BUY; TP VND 70,000): Company Update

Market wrap: Vn equities up on maybe a Follow Through Day, liquidity surged

Macro wrap: Update on the SOEs IPOs and divestment

Equity wrap: MWG VN (BUY; TP VND 197,500): Analyst meeting notes

Market wrap: Bourses bounced back on Financials rally

Macro wrap: Update on Settlement of the 2020 State Budget

Equity wrap: Vietnam ETFs 2Q 2022 review estimates

                       HPG VN (Outperform; TP VND 50,600): AGM notes

Market wrap: Bourses dove on lower traded value

Macro wrap: Update on the May National Assembly meeting

Equity wrap: TRA VN (BUY; TP VND 120,500): Company update

Market wrap: VN Equities eased down on global headwinds

Macro wrap: Update on interest subsidy program

Equity wrap: VTP VN (Market Perform; TP VND 74,000): 2022 AGM : Transformation toward Logistics in the making

Market wrap: VN index inched up slightest on Vn30f1m expired date

Macro wrap: Update on the draft Circular on offshore borrowings

Equity wrap: PHR VN (BUY; TP VND 74,000): Land compensation income from VSIP 3 to boost 2022 earnings

Market wrap: VN index extend the gain with moderate liquidity

Macro wrap: Update on solutions for insolvent BOT projects, handling bad debt

Market wrap: Buying frenzy mode on

Macro wrap: Update on the 2022 public investment progress

Equity wrap: PTB VN (Outperform; TP VND 119,000): Wood orders grow positively

Market wrap: Bourses inched down on another rainy day

Macro wrap: Update on credit flow to the property sector

Equity wrap: MSN VN: Update on 2022 AGM and Q1 results

Market wrap: Vn equities became worst performers vs. peers

Macro wrap: Update on inflation

Equity wrap: VND VN: AGM Notes and 1Q earning flash

Market wrap: Index murdered extreme fear retail investors

Macro wrap: Update on Land Laws revision

Equity wrap: VIB VN (Market Perform; TP VND 30,700): Shifting gears in bancassurance

Market wrap: Indices continue managing to close higher despite 1.5-year low liquidity

Macro wrap: Update on ‘Zero Dong’ banks

Equity wrap: ACB VN (BUY; TP VND 43,000): Burden off the bank’s shoulders