Daily Call

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

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