Daily Call

Market wrap: Vinrgroup related tickers dragged the indices, liquidity improved

Macro wrap: News briefing

Equity wrap: VIB VN: Strong rebound in 4Q 2021

                       DGC VN: EGM note

Market wrap: Bourses edged up on muted liquidity

Macro wrap: Update on stimulus package

Equity wrap: CTD VN (Outperform; TP VND 103,000): 2022 rebound from low base

Market wrap: Bourses inched up further on Financials gain

Macro wrap: Update on the Standing Committee meeting: Day 1 and VND Currency

Equity wrap: BVH VN: 3Q 2021 underwriting profit beats our forecast

Market wrap: Bourses recovered on narrowed liquidity

Macro wrap: Update on the 12th bulletin on public debt

Equity wrap: PVD VN (Market Perform; TP VND 25,100): 3Q2021 business results

Market wrap: Panic sales kicked off across the boards

Macro wrap: Update on Vietnam currency

Equity wrap: November market wrap-up: VNIndex reached an all-time high, while liquidity made a new record 

Market wrap: Main indices dove amid fear on first Omicron cases in SEA regions

Macro wrap: Update on stimulus package

Equity wrap: FRT VN: 3Q21 results update

Market wrap: Main index headed south on Financials drag amid Omicron 1st case in US

Macro wrap: Update on the government’s meeting in November

Equity wrap: PLC VN (Outperform; TP VND 47,000): 3Q2021 results update

Market wrap: Main indices traded mix, Omicron fear faded

Macro wrap: Update on Vietnam manufacturing PMI

Equity wrap: VTP VN: 3Q2021 result quick note

Market wrap: Main index dipped further amid rising on uncertainty

Macro wrap: Update on November credit growth

Equity wrap: DXG VN: Private placement called off

Market wrap: Main index dipped underwater on Omicron variant fear

Macro wrap: Monthly macro review: November

Equity wrap: PVT VN (Outperform; TP VND 26,200): 9M2021 results and 2022 outlook

Market wrap: Main indices fluctuated amid raising lockdown fear on new Covid-19 variant

Macro wrap: Update on FDI inflow in November

Equity wrap: VPB VN (Market Perform; TP VND 44,530): NIM might bottom out in 3Q 2021

Market wrap: Main indices closed higher on abundant liquidity

Macro wrap: Update on retail pump prices

Equity wrap: HAX VN: Looking past short-term risk, outlook will be strong with market recovery & outlet expansion

Market wrap: Main indices flied to fresh ATH amid Financials stellar gain

Macro wrap: News briefing

Equity wrap: PLX VN (Outperform; TP VND 67,000): Earnings to recover from 4Q21 driven by both sales volume and oil price

Market wrap: Bourses bounced back amid selling pressure cool down

Macro wrap: We are living in a different world

Equity wrap: MSN VN (Market Perform; TP VND 172,000): Possible one-off gain from full divestment of feed business in 2021

Market wrap: Bourses headed south amid pressure on mid/small cap tickers

Macro wrap: Update on the National Assembly standing committee meeting

Equity wrap: HSG VN (MP; TP VND 41,100) and NKG VN (MP; TP VND 45,800): Solid outlook in the coming quarter, while 2022 earnings can correct from 2021 peak levels