Daily Call

Market wrap: Bourses dove further amid Global turmoil

Macro wrap: Update on retail pump prices

Equity wrap: Fertilizer sector outlook 2022: Prices becoming more affordable in 2022

Market wrap: Bourses marched up on Financials gain

Macro wrap: Weekend news briefing

Equity wrap: HOSE Index 1Q22 review results

                       DGW VN (Market Perform; TP VND 120,400): More competition from new entrant

Market wrap: Indices bounced back strongly despite lower than one month average

Macro wrap: Update on Vietnam’s assessment & response to Covid-19

Equity wrap: Residential Developers sector outlook 2022: A mixed picture

Market wrap: Indices mixed trade on 3-month low traded value

Macro wrap: Update on HCMC 2022 – 2025 recovery package

Equity wrap: Industrial Park Developers sector outlook 2022: Expecting a brighter outlook  

Market wrap: Indices headed south despite blue chips gain

Macro wrap: Update on the draft decree on VAT tax cut

Equity wrap: Hospital/Pharmaceutical sector outlook 2022: Demand continue to revive from pandemic impact in the new normal

Market wrap: Indices dove hard on forced selling across the boards

Macro wrap: Vietnam Economy Watch: Exports end 2021 on stellar performance

Equity wrap: Cement sector outlook 2022: The most difficult time is over  

Market wrap: Bourses traded mix on cautious sentiment

Macro wrap: A weekly recap for monetary and fiscal measures

Equity wrap: Oil & Gas sector update: Expected volume recovery

Market wrap: Bourses eased down on Property tickers offloading

Macro wrap: Turning a leaf on the environment

Equity wrap: Construction sector outlook 2022: Exciting earnings in 2022, but likely priced in

Market wrap: Bourses fly high after days on heavy profit taking pressure

Macro wrap: Regulation update

Equity wrap: Insurance sector outlook 2022: Benefit from interest rate rise might be limited  

Market wrap: Bourse dove again on high liquidity

Macro wrap: Update on the 2022 – 2023 stimulus package

Equity wrap: Food & Beverage sector update: Re-opening to spur consumption

Market wrap: Indices dropped on profit taking pressure

Macro wrap: Update on 2021 employment situation

Equity wrap: Technology & Telecom sector outlook 2022: Solid growth for IT & Eyes on 5G for telecom   

Market wrap: Indices stayed resilient despite global headwinds

Macro wrap: Update on stimulus package & 2022 socio-economic action plan

Equity wrap: Automobile/Motorcycle sector outlook 2022: Overlook short term uncertainty, demand continue to grow strong

Market wrap: Indices maneuvered through turbulence on abundant liquidity

Macro wrap: Update on the 2021 state budget estimate overview meeting

Equity wrap: Seaports & Logistics sector outlook 2022: Supply chain disruption remains an issue in 2022

Market wrap: Indices reached new ATH amid news on relief package

Macro wrap: Update on 2022 macro planning

Equity wrap: Retail sector outlook 2022: Strong earnings recovery of leading retailers  

Market wrap: Indices reached new ATH amid news on relief package

Macro wrap: Update on Vietnam manufacturing PMI and National Assembly special meeting Day 1

Equity wrap: VN30 Index and VNFIN Lead Index 1Q22 review estimates