Daily Call

Market wrap: Bourses inched up while futures liquidity fell to 6-month low  

Macro wrap: Update on the bad debt resolution

Equity wrap: SCS VN (Market Perform; TP VND 145,000): Company update

Market wrap: Bourses closed in green on Energy and Real estate tickers gain

Macro wrap: Update on reopening plan and stimulus packages

Equity wrap: HAH VN (BUY; TP VND 78,400): Margin improvement expected in Q4 on hiking shipping tariff and higher charter revenue

Market wrap: Vietnam indices surge thanks to the recovery of financials

Macro wrap: Update on supply chain disruptions 

Equity wrap: CTR VN (Market Perform; TP VND 88,900): On the way to 5G race

Market wrap: Bourses recover on improving liquidity

Macro wrap: Update on the divestment overview in 8M2021 and 2022 – 2025 plan

Equity wrap: DCM VN (Outperform; TP VND 31,500): Gas-based urea producers to benefit from the coal price hike

Market wrap: Banks slump and led the decline of indexes

Macro wrap: Update on the government meeting 

Equity wrap: GAS VN (Outperform; TP VND 118,500): Lifting estimates on higher oil price assumption

Market wrap: Main bourses lingered in green despite 2-month low liquidity

Macro wrap: Update on the reopening plan in Ho Chi Minh City, and managing nationwide travel

Equity wrap: TRA VN (BUY; TP VND: 101,500): Continue to 2022 with strong growth

Market wrap: Main indices maneuvered despite early turbulence

Macro wrap: Quick update on 3Q macro data

Equity wrap: IDC VN (Market Perform; TP VND 53,300): Strong profit plan to cap off 2021

Market wrap: Main indices bounced back strongly amid easing concern on Marco data

Macro wrap: Update on the public investment disbursement

Equity wrap: Vietnam Pharma Sector Update: A sluggish 2021 to be the boost for 2022 surprise

Market wrap: Bourses close at intraday low amid rising concern on upcoming sluggish macro data

Macro wrap: Update on retail pump prices and 2021 inflation

Equity wrap: VND VN: 1H2021 Update – Stellar growth amid a robust market

Market wrap: Stocks corrected with muted liquidity

Macro wrap: Update on supporting measures for impacted enterprises/workers

Equity wrap: MWG VN: Update on August results

Market wrap: VN-Index managed to trade in green zone on improving liquidity

Macro wrap: Update on September FDI data

Equity wrap: VNDiamond Index 4Q21 review estimates

                      SLS VN (BUY; TP VND 213,000): AGM Note

Market wrap: Bourses recovered on declining liquidity

Macro wrap: Vietnam and FED tapering

Equity wrap: PNJ VN (Outperform; TP VND 101,300): 8M21 Update: Prolonged losses as expected

Market wrap: Vietnam equities failed to recover despite active bargain hunting activities

Macro wrap: Update on the foreign ownership limit (FOL)

Equity wrap: MSN VN (Market Perform; TP VND 153,000): Update on recent developments

Market wrap: Stocks correct amid fears on Evergrande debt crisis weight global equities

Macro wrap: Update on Covid-19 situation

Equity wrap: DGC VN (BUY; TP VND 177,000): Price uptrend strengthens on China phosphorus production cut

Market wrap: Bourses extend gain amid ETFs rebalancing review

Macro wrap: Weekend update briefing

Equity wrap: PTB VN (BUY; TP VND 128,000): Company Update - 2021-2022 Outlook