Daily Call

Market wrap: VN-Index trades sideways on Sep futures expiry, liquidity remains muted

Macro wrap: Update on Covid-19 policy responses

Equity wrap: LAS VN: Company Update

Market wrap: VN-Index ends two consecutive losses, liquidity remains weak prior to futures expiry

Macro wrap: Update on the government meeting on 2021-2022 growth

Equity wrap: SLS VN (BUY; TP VND 213,000): A strong growth driven by higher ASP

Market wrap: Bourses extend correction on weakened liquidity

Macro wrap: Update on August trade data

Equity wrap: QNS VN (BUY; TP VND 60,800): Well-positioned to enjoy long-term growth

Market wrap: Correction on VN-Index amid testing 1,350 level

Macro wrap: Update on retail pump prices and Covid-19 reopening plan

Equity wrap: Vietnam Sugar Sector: Long-term growth could be expected

Market wrap: Bourses remain flatline amid muted liquidity flow

Macro wrap: Update on Covid-19 situation

Equity wrap: Vietnam ETFs 3Q2021 review results

Market wrap: Bluechips’ recovery fuels the indices upbeat momentum

Macro wrap: Update on reopening plan

Equity wrap: TNH VN (BUY; TP VND 51,800): Strong market positioning and efficient operation in the favorable healthcare market

Market wrap: VN-Index extends the correction on weakened liquidity

Macro wrap: Update on Vietnam stock market status

Equity wrap: Draft Revision of the Insurance Law

Market wrap: Main bourse struggles at closing despite financials boost

Macro wrap: Update on Circular 14/2021/TT-NHNN: An amendment of Circular 01 and 03 on loan rescheduling scheme by SBV

Equity wrap: LPB VN (Non-Rating): Great improvement in earnings results but more disclosure needed 

Market wrap: Bourses extend gain, inflows remain among mid-small caps

Macro wrap: Update on the August Government meeting

Equity wrap: MSB VN (Market Perform; TP VND 29,600): Stellar earnings yet asset quality needs improving

Market wrap: Heavy blue-chips’ selloffs weigh on the bourses prior to the holiday

Macro wrap: Update on reopening plan

Equity wrap: HAH VN (BUY; TP VND 78,400): Aggressive expansion through 2024

Market wrap: Bourses slip into green despite the latter session’s hit

Macro wrap: Update on the Covid situation

Equity wrap: PC1 VN (Market Perform; TP VND 32,900): Update on audited 1H2021 results

Market wrap: Bottom fishing on key sectors boosts the main bourse upward

Macro wrap: Update on the Vietnam population demographic

Equity wrap: HT1 VN (Underperform; TP VND 17,600): Earnings to be hit by Covid-19 significantly in 3Q21 before recovering positively in 2022

Market wrap: Both bourses recover, triggered by bargain hunting

Macro wrap: Update on August macro data

Equity wrap: MWG VN (Outperform; TP VND 130,000): BHX to cushion earnings decline amid pandemic resurgence

Market wrap: Main bourse tumbles on prudent liquidity

Macro wrap: Update on Vietnam FDI

Equity wrap: PVT VN (Market Perform; TP VND 22,400): 1H 2021 update – Bleaker short-term outlook as COVID-19 reigns

Market wrap: Bottom-fishing brings both bourses into green

Macro wrap: Update on price controls for the remaining months of 2021

Equity wrap: PNJ VN (Outperform; TP VND 101,300): 7M21 Update: Unlikely to meet targets