Daily Call

Market wrap: Main indices continued upbeat mode despite Financials lagged

Macro wrap: Update on inflation and price controls

Equity wrap: PNJ VN (Outperform; TP VND 117,300): 2021 earnings beat consensus expectations

Market wrap: Main indices traded mix on improved liquidity

Macro wrap: Update on 2021 banking sector review and 2022 credit policy outlook

Equity wrap: Electricity sector outlook 2022: Coal-fired plants could capture higher growth  

Market wrap: Bourses surged up after long holidays despite bottomed liquidity

Macro wrap: Update on January State Budget

Equity wrap: Brokerage sector outlook 2022: The race for retail investors

Market wrap: Bourses inched up despite domestic ETF review

Macro wrap: January macro review: Momentum resumes

Equity wrap: GAS VN (Outperform; TP VND 134,000): Oil price uptrend prompts an upgrade

Market wrap: Indices eased down on bottomed liquidity, amid fear upon Fed talk

Macro wrap: Update on Vietnam’s new Covid-19 risk level assessment and Jan FDI 

Equity wrap: HPG VN: Flash update on 4Q21 earnings

Market wrap: Bourses inched up on continued institutional inflow

Macro wrap: Update on January Fed meeting & Vietnamese economy implications

Equity wrap: Water sector outlook 2022: Stable growth  

Market wrap: Bourses bounced back strongly amid strong FII inflow  

Macro wrap: Update on the 2022 – 2023 stimulus package

Equity wrap: Aviation sector outlook 2022: Recovery in domestic first, international must wait

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