Daily Call

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

Market wrap: Both bourses dip at closing on profit taking pressure

Macro wrap: Update on SOE reform

Equity wrap: DGW VN (Outperform; TP VND 139,000): A potential beneficiary from Vsmart leaving the market

Market wrap: VN-Index starts the week on bullish note, boosted by blue-chips’ uptrend

Macro wrap: Update on the North-South expressway projects

Equity wrap: Power Sector: Will the power system face oversupply in 2022 when seeing new capacity from wind power plants?

Market wrap: Majority of key sectors tumble dragging bourses to dip lower

Macro wrap: Update on Covid-19 outbreak

Equity wrap: VHC VN (Outperform; TP VND 43,600): AGM Note 2021 and 1Q2021 results – Investing heavily in new projects

Market wrap: Main bourse slides from growing profit-taking pressure

Macro wrap: Update on Covid-19 outbreak in Vietnam

Equity wrap: KDH VN (Outperform; TP VND 39,500): Steady growth results

Market wrap: Bourses inched higher despite growing profit-locking by closing  

Macro wrap: Update on cabinet meeting

Equity wrap: DCM VN: AGM Note

Market wrap: HCM bourse closes at intraday high, boosted by financial sector

Macro daily update

Equity wrap: VCB VN (Outperform; TP VND 114,200): 1Q2021 earning flash note

                       CTG VN (BUY; TP VND 50,700): 1Q2021 earning flash note

Market wrap: Large-cap group boosts VN-Index higher despite foreign net selling returns

Macro wrap: Vietnam macro update in April, 2021

Equity wrap: LPB VN: AGM Note

Market wrap: Main bourse extends gain on bargain hunting

Macro wrap: Update on Vietnam FDI inflow

Equity wrap: PLX VN: AGM Note

                       VPB VN (Market Perform): Successful sales of 49% stake at FeCredit

Market wrap: VN-Index slips up by a slight margin, foreign net bought remains 

Macro wrap: Update on Covid-19 pandemic

Equity wrap: VCB VN (Outperform; TP VND 108,600): AGM Note

                       VTP VN: 2021 AGM note – Ambitious business plan, coupled with plan to list on HOSE

Market wrap: Both bourses correct strongly despite the recovery of foreign net bought

Macro wrap: Update on SOE reform

Equity wrap: BSR VN: Positive earnings recovery in 2021, bouncing from trough in 2020

                       TPB VN (Outperform; TP VND 32,000): AGM Note

                       DBC VN (Outperform; TP VND 61,600): AGM Note – Continuing to benefit from high hog prices

Market wrap: VN-Index rebounds on foreign net bought

Macro wrap: Update on Covid-19 pandemic control

Equity wrap: TCB VN: 2021 AGM Note

                       DIG VN: 2021 AGM Note

Market wrap: Strong correction on HCM main bourse from extended selloffs

Macro wrap: Update on Vietnam’s flash trade data in April

Equity wrap: HPG VN (Outperform; TP VND 63,000): Stellar outlook in 2021, driven by the steel price uptrend

Market wrap: Heavy profit-locking weighs on the main bourse's gains

Macro wrap: Update on the new stimulus package

Equity wrap: VTP VN (Outperform; TP VND 94,500): 1Q 2021 Analyst meeting note – HOSE listing in the plan

Market wrap: VN-Index sets new record high, boosted by key sectors

Macro wrap: Update on monetary policy

Equity wrap: VNDiamond Index and HOSE Indexes 2Q21 review update

                      CTG VN (Outperform; TP VND 46,400): AGM Note