Daily Call

Market wrap: VN-Index stays upbeat on half day trading, foreign net selling continues

Macro wrap: Update on Vietnam manufacturing PMI and HOSE trading congestion

Equity wrap: SHB VN (Underperform; TP VND 25,050): Solid 1Q 2021 performance strengthens the prospect of a bright year

Market wrap: Both bourses establish new ATHs amid phenomenal liquidity

Macro wrap: Update on economic reform 2021-2025

Equity wrap: PLX VN (Outperform; TP VND 67,000): Encouraging sales volume growth, thanks to the tightening of control over petroleum smuggling

Market wrap: Bourses bounce back to set new ATHs on booming liquidity

Macro wrap: Vietnam macro data in May

Equity wrap: ANV VN: Benefiting from pangasius demand recovery

Market wrap: VN-Index dips after 6 consecutive gains as the outbreak situation escalates in HCMC

Macro wrap: Update on Vietnam FDI

Equity wrap: GMD VN (Outperform; TP VND 41,400): Accelerating port operations

Market wrap: Bourses inch up on foreign net bought despite new Covid-19 cases peak

Macro wrap: Update on 4th wave of Covid outbreak

Equity wrap: BVH VN (Outperform; TP VND 71,000): Substantial PBT growth off a low base, w/ improved profitability

Market wrap: Bourses continue to set new ATH even with the pandemic outbreak nationwide

Macro wrap: Update on Vietnam’s Household Living Standard Survey (VHLSS) 2020

Equity wrap: PNJ VN (Outperform; TP VND 115,800): 4M21 Update: Strong growth momentum continues

Market wrap: Bourses continue bull momentum although Covid-19 situation in Vietnam worsens

Macro wrap: Update on Vietnam trade balance

Equity wrap: PVS VN (Outperform; TP VND 24,500): 1Q 2021 flash note

Market wrap: Main bourses extend gains amid global market recovery, inflation concern eases

Macro wrap: Update on Vietnam general election

Equity wrap: VTP VN (BUY; TP VND 118,000): Upgrade to Buy On 1Q 2021 Results

Market wrap: HCM bourse hits ATH despite global turmoil on crypto currencies and commodities 

Macro wrap: Update on Covid-19 situation in Vietnam

Equity wrap: FPT VN: 4M2021 result: Solid double-digit growth in line with our FY21 forecast

Market wrap: VN30 flies to ATH despite new Covid-19 cases clustered in HCMC and global concern on inflation

Macro wrap: Update on the Covid-19 pandemic in Vietnam

Equity wrap: Vietnam ETFs 2Q2021 rebalancing preview

Market wrap: Both bourses correct amid new Covid-19 case

Macro wrap: Update on Covid-19 vaccination roll-out in Vietnam

Equity wrap: MSN VN (Market Perform; TP VND 116,500): MSN to sell 5.5% stake in TCX

Market wrap: Bourses’ momentum weakens follow by profit taking pressure

Macro wrap: Update on Foreign investor participation in Vietnam SOE’s IPO/divestment

Equity wrap: IMP VN (Underperform; TP VND 69,000): Lower growth driver due to serious delay in EU-GMP factory & regain of raw material price

Market wrap: Both indices sustain in the green despite 4-month high foreign selloffs

Macro wrap: Update on Vietnam remittance

Equity wrap: MWG VN (BUY; TP VND 165,000): AM Note

Market wrap: Main bourse corrects as pressed by profit booking

Macro wrap: Update on Covid-19 outbreak and inflation

Equity wrap: HSG VN (Market Perform; TP VND 40,800): Earnings in the upcoming quarter continues to benefit from soaring steel price

Market wrap: Bourses rebound as buying demand advances

Macro wrap: Update on Covid-19 outbreak and inflation

Equity wrap: VNM VN (Market Perform; TP VND 107,000): Recovery yet to be seen