Daily Call

Market wrap: VN-Index experiences correction on April's future contract expiry 

Macro wrap: Update on US Treasury report on currency manipulation

Equity wrap: PNJ VN (Outperform; TP VND 104,000): AGM Note 2021 – On track to recovery and larger market share 

Market wrap: VN-Index experiences correction on April's future contract expiry

Macro wrap: Update on the first cabinet meeting

Equity wrap: BMP VN (Market Perform; TP VND 55,300): Weak 2021 earnings outlook due to high resin price

Market wrap: VN-Index hits new peak on blue-chips' bargain hunting

Macro wrap: Update on stock exchange’s market segmentation timeline proposal

Equity wrap: KBC VN (BUY): AGM Notes

Market wrap: Both bourses stand corrected amid ATH liquidity

Macro wrap: Update on Vietnam trade in Q1 2021

Equity wrap: Important change to iShares MSCI Frontier Markets 100 ETF

Market wrap: VN-Index closes at another intraday high on surging liquidity

Macro wrap: Update on SOE reform

Equity wrap: TPB VN (Outperform; TP VND 32,000): 2020 earnings results

Market wrap: Main bourse extends correction despite blue-chips' boost

Macro wrap: Update on green debt swap initiative

Equity wrap: FPT VN (Outperform; TP VND 86,200): AGM notes

Market wrap: HCM bourse ends eight-session gaining streak on heavy profit-locking 

Macro wrap: Update on the Investment Laws guidelines

Equity wrap: DGW VN (Outperform; TP VND 139,000): 2021 AGM Notes

Market wrap: Foreign net selling returns to squeeze on the main bourse's gain

Macro wrap: A thought on the new leadership and cabinet

Equity wrap: MBB (BUY): 2021 AGM document

Market wrap: Gains on VN-Index lessen on the weight of profit-locking pressures

Macro wrap: Infographics for the last two 5-year cycles

Equity wrap: ACB VN (Outperform): 2021 AGM notes

Market wrap: Positive foreign net bought drives the main bourse to a new high

Macro wrap: Update on Vietnam Producer Price Index

Equity wrap: MSN VN (Market Perform; TP VND 104,000): Update on 2021 AGM and VCM stake sales

Market wrap: HCM bourse sets new ATH, on strong foreign net bought

Macro wrap: Update on State Capital Investment Corporation 2021 plan

Equity wrap: Banking sector update 

                       QNS VN (Outperform; TP VND 50,600): Interim 20% profit growth for Q1

Market wrap: VN-Index reaches new historical high on strong liquidity

Macro wrap: Update on Vietnam manufacturing PMI and vaccine rollout

Equity wrap: DGC VN (Outperform; TP VND 80,000): AGM note – new product sales and margin improvement to boost 2021 earnings

Market wrap: HCM bourse climbs closer to 1,200 level notwithstanding the lingering selloffs

Macro wrap: Update on the cabinet meeting

Equity wrap: TCM VN: AM – The sector’s biggest success story in 2020

Market wrap: Both bourses extend gains on recovered liquidity

Macro wrap: Update on state budget

Equity wrap: VSC VN: 2021 AGM note: Deep seaport projects to fuel growth

Market wrap: VN-Index regains to 1,175 level thanks to blue-chips' boost

Macro wrap: Vietnam 1Q 2021 macro update

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