Daily Call

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Daily Call
SSI Daily Call with Update on Covid situation in Vietnam and automobile sector

Market wrap: Bottom fishing triggers indices’ gain

Macro wrap: Update on Covid situation in Vietnam

Equity wrap: Vietnam automobile sector update for 2H2021 and 2022

14/07/2021

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SSI Daily Call with Update on Vietnam trade data and fishery and textile-garment sector

Market wrap: Heavy selloffs pull VN-Index below 1,300 mark

Macro wrap: Update on trade figure

Equity wrap: Vietnam fishery and textile-garment sector 2H2021 update: Beneficiaries of the reopening of main economies

13/07/2021

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SSI Daily Call with Update on Covid 19 situation and Brokerage sector

Market wrap: Extended correction across the board on local outbreak concerns

Macro wrap: Update on Covid-19 outbreak

Equity wrap: Vietnam Brokerage sector update for 2H2021 and 2022

 

12/07/2021

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SSI Daily Call with Update on currency and GAS

Market wrap: Bourses tumbles, liquidity droops amid pandemic complications

Macro wrap: Update on Vietnam forex practices

Equity wrap: GAS VN (Outperform; TP VND 105,000): Q2 prelim results

09/07/2021

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SSI Daily Call with Update on the USTR investigation on Vietnam forex practice and banking sector

Market wrap: Bargain hunting leads VN-Index' recovery

Macro wrap: Update on the USTR investigation on Vietnam forex practice

Equity wrap: Vietnam banking sector update: A time for stockpickers

08/07/2021

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SSI Daily Call with Update on SOE reform & logistics sector

Market wrap: HCM bourse plunges to intraday low amid outbreak concerns

Macro wrap: Update on SOE reform

Equity wrap: Impacts of rising logistics costs on sectors

07/07/2021

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SSI Daily Call with Update on VAMC and MWG and HOSE Index 3Q21 Review

Market wrap: Profit-taking overwhelms VN-Index amid new system launch

Macro wrap: Update on bad debt exchange

Equity wrap: MWG VN (Outperform; TP VND 179,000): Update on May results

                      HOSE Index 3Q21 review update 

06/07/2021

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SSI Daily Call with Update on cabinet meeting and VEA

Market wrap: Bourses extend gain on expectation towards 2Q21 earnings

Macro wrap: Update on cabinet meeting

Equity wrap: VEA VN (Underperform; TP VND 42,000): 2021 AGM - Struggling to recover with cloudy outlook

05/07/2021

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SSI Daily Call with Update on Vietnam PMI and GMD

Market wrap: Main bourse closes at intraday high amid strengthened inflows 

Macro wrap: A critical thinking on Vietnam Manufacturing PMI

Equity wrap: GMD VN (BUY; VND 50,300): 2021 AGM note – A clear growth path ahead

02/07/2021

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SSI Daily Call with Update on CTG and AAA

Market wrap: VN-Index heads for correction on the last day of 1H2021

Macro wrap: Update on Covid-19 situation in Vietnam

Equity wrap: CTG VN: Brief update on 1H2021 results

                       AAA VN: AGM notes

01/07/2021

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SSI Daily Call with Update on 1H21 macro data and VGT

Market wrap: Bourses stay upbeat although gains narrow by closing from profit taking

Macro wrap: A note on macro data in 1H21

Equity wrap: VGT VN: AGM Note 2021

30/06/2021

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SSI Daily Call with Update on HAH

Market wrap: Blue-chips fuel the main bourse’s gain to new ATH

Macro wrap: Update on bad debt resolution

Equity wrap: HAH VN: Re-initiation report: Strong expansion after years of stagnant growth

29/06/2021

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SSI Daily Call with Update on DGC

Market wrap: Both bourses climb into green thanks to financials sector boost

Macro wrap: Update on macro data

Equity wrap: DGC VN: A beneficiary of increased spending on telecommunication amid the pandemic

28/06/2021

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SSI Daily Call with Update on Vietnam FDI and MBB

Market wrap: HCM bourse slips into green despite earlier fluctuation, liquidity drops further

Macro wrap: Update on foreign investment in Vietnam

Equity wrap: MBB VN (Outperform; TP VND 47,500): 5M2021 result update

25/06/2021

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SSI Daily Call with Update on Vietnam Stock Exchange and VND

Market wrap: Indices slid on prudent trading activities

Macro wrap: Update on Vietnam Stock Exchange and the new core trading system

Equity wrap: VND VN: 1Q2021 Update

24/06/2021

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