Daily Call

Market wrap: Bluechips rebound, boosting bourses’ upward momentum

Macro wrap: Update on population database and Covid-19 supporting package

Equity wrap: GAS VN (Outperform; TP VND 105,000): Update on new gas source -Su Tu Trang phase 2A

Market wrap: Stocks decline as market sentiment remains cautious, liquidity continues to weaken

Macro wrap: Update on the central bank press conference

Equity wrap: VN30 Index 3Q21 review estimates

Market wrap: VN-Index climbs to new ATH although the outbreak in HCMC remains complicated

Macro wrap: Update on Covid-19 pandemic in Vietnam

Equity wrap: GEX VN: AGM notes: Substantial earnings growth in 1H21, driven by the consolidation of VGC

Market wrap: HCM bourse recovers on optimistic 1H2021 earnings

Macro wrap: FED rate outlook and Vietnam

Equity wrap: PHR VN (Market Perform; TP VND 57,100): AGM – 2021 earnings decline on slow licensing process

Market wrap: Indices stumble prior June’s future expiry

Macro wrap: Update on Covid-19 outbreak in Vietnam

Equity wrap: PVT VN (Outperform; TP VND 21,500): 2021 AGM flash note

Market wrap: Main bourse trades mixed amid heightened cautiousness

Macro wrap: Update on National Assembly standing committee meeting

Equity wrap: FPT VN (Outperform; TP VND 93,000): 5M2021 update, Attractive turnaround from Domestic IT market

Market wrap: Main bourse gain further despite extended social distancing

Macro wrap: Update on SOE reform

Equity wrap: VCI VN: Update on 1Q2021 results

Market wrap: Both bourses gain on bargain hunting boost

Macro wrap: Update on MSCI market classification

Equity wrap: Vietnam ETFs 2Q21 review results

Market wrap: Bourses fluctuate strongly while traded volume weakens

Macro wrap: Update on Covid-19 supporting measures

Equity wrap: VHC VN (Outperform; TP VND 50,000): 5M results – Demand recovery in the US to drive growth

Market wrap: Bourses recover from the deep plunge thanks to bargain hunting

Macro wrap: Update on Vietnam government debt plan

Equity wrap: MSB VN: 1Q2021 Update

Market wrap: Bourses extend correction due to ongoing profit taking pressure

Macro wrap: Update on the cabinet meeting resolution in May

Equity wrap: HT1 VN (Market Perform; TP VND 16,400): Significant contraction in gross margin due to stronger competition pressure

Market wrap: VN-Index ends 6 consecutive gains on growing profit-locking

Macro wrap: Update on Vietnam forex policy

Equity wrap: DXG VN (Outperform; TP VND 32,300): Expecting strong earnings rebound. Successful spinoff of brokerage arm via DXS

Market wrap: VN-Index inches up despite heavy profit-locking pressure, liquidity sets new ATH

Macro wrap: Update on Covid-19 outbreak and SOE IPO regulation

Equity wrap: PVT VN (Outperform; TP VND 21,500): 1Q 2021 result notes

Market wrap: Financial sector boosts the bourses further amid record high liquidity

Macro wrap: Update on the cabinet meeting

Equity wrap: NLG VN (Outperform; TP VND 47,000): Ambitious development plan ahead

Market wrap: Main index slips to green despite profit booking looms

Macro wrap: Update on 2021-2025 economic reform plan

Equity wrap: Vietnam Oil&Gas sector update: Oil price to leg higher