Daily Call

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

Market wrap: Financials tickers lift indices near ATH point

Macro wrap: Update on National Assembly extraordinary session

Equity wrap: Textile and Garment sector outlook 2022: On track to pick up momentum  

Market wrap: Indices closed in green on below average trading value

Macro wrap: Update on the government standing meeting in December

Equity wrap: CTR VN (Outperform; TP VND 104,500): On way to list on HOSE

Market wrap: Bourses eased down on muted liquidity

Macro wrap: Quick update on 2021 macro data: Momentum regains

Equity wrap: Fisheries sector outlook 2022: Maintaining positive momentum but further re-rating is challenging  

Market wrap: Indices showed resilient upbeat mode

Macro wrap: Update on December credit growth

Equity wrap: ACV VN: Resumption of international flights

Market wrap: Main indices marched up on bottomed liquidity

Macro wrap: Update on 2021 Vietnam FDI: Recovery Underway

Equity wrap: MWG VN (BUY; TP VND 176,000): November results

Market wrap: Bourses bounced back strongly on Financials gain

Macro wrap: Some hints on stimulus package

Equity wrap: PNJ VN (BUY; TP VND 117,300): 11M21 Update: Solid earnings recovery

Market wrap: Profit taking activities wreak havoc across the boards

Macro wrap: Update on the Vietnam’s housing development strategy to 2030 with a vision to 2045

Equity wrap: HAH VN (BUY; TP VND 87,000): 4Q 2021 prelim results

Market wrap: Bourse dipped in red on Financials drags

Macro wrap: Update on 2021 trade estimate

Equity wrap: POW VN: Analyst meeting note

Market wrap: Bourse showed resilience over global turbulence

Macro wrap: Update on the Standing Committee meeting Session 2: Day 1

Equity wrap: NT2 VN (Outperform; TP VND 29,600): Debt-free is supportive, Dividend yield play

Market wrap: Bourse showed resilience over global turbulence

Macro wrap: Update on the trade activities in first 15 days of December

Equity wrap: HND VN (Outperform; TP VND 20,300): 2022 Earnings rebound, Limited upside

Market wrap: Vnindex inched up on surging liquidity

Macro wrap: Update on Vietnam’s Covid-19 situation

Equity wrap: QTP VN (BUY; TP VND 23,300): 2022 Earnings rebound, Attractive valuation

Market wrap: Bourses managed close in green on Futures expiry date

Macro wrap: Update on Vietnam Balance of Payments

Equity wrap: KDH VN (Outperform; TP VND 57,000): Looking ahead the future

Market wrap: Bourses swinged tight prior to Futures expiry

Macro wrap: Update on the Vietnam recovery status

Equity wrap: PTB VN (Outperform; TP VND 118,000): Wood production stacks up during the last months of 2021