Daily Call

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Daily Call
SSI Daily Call with Update on inflation and airline sector

Market wrap: Brokerage sector rallies leading the main bourse into green

Macro wrap: Update on inflation

Equity wrap: Vietnam Airline sector 2021 Outlook: Recovery hope relies on vaccines

15/01/2021

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SSI Daily Call with Update on 2020 trade data and brokerage sector

Market wrap: VN-Index slumps for the first time amid remarkably liquidity

Macro wrap: Update on Vietnam foreign trade in 2020

Equity wrap: Vietnam Brokerage sector 2021 Outlook: Benefiting from the low-rate environment and economic recovery

14/01/2021

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SSI Daily Call with Update on fiscal policy and fisheries sector

Market wrap: Both bourses extend gains as materials sector strides upward

Macro wrap: Update on fiscal measures in 2021

Equity wrap: Vietnam Fisheries sector 2021 Outlook: Expecting growth for both shrimp & pangasius export

13/01/2021

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SSI Daily Call with Update on public investment and garment and textile sector

Market wrap: Blue-chips boost the main bourse higher despite persisting profit taking

Macro wrap: Update on public investment

Equity wrap: Vietnam Textile & Garment sector 2021 Outlook: On the Mend

12/01/2021

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SSI Daily Call with Update on monetary policy and fertilizer sector

Market wrap: Gains are restored before closing notwithstanding the heavy foreign selloffs

Macro wrap: Update on monetary policy

Equity wrap: Vietnam Fertilizer sector 2021 Outlook: Consensus oil price rise to squeeze margin

11/01/2021

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SSI Daily Call with Update on retail sector

Market wrap: Blue-chips boost HCM main bourse higher despite foreign net sell returns

Macro wrap: Update on USD/VND exchange rate

Equity wrap: Vietnam Retail sector 2021 Outlook: Gradual post-pandemic recovery

08/01/2021

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SSI Daily Call with Update on state budget revenue and cement sector

Market wrap: VN-Index inches higher on all time high liquidity

Macro wrap: Update on state budget revenue

Equity wrap: Vietnam Cement sector 2021 Outlook: Positive recovery outlook for domestic demand, but the export channel may slowdown

07/01/2021

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SSI Daily Call with Update on Securities Law guideline and QNS

Market wrap: Both indices hike amid strong liquidity flow

Macro wrap: Update on guidelines for the new securities laws

Equity wrap: QNS VN (Outperform): Q4 result failed expectation but sugar segment is on recovery

06/01/2021

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SSI Daily Call with Update on 2021 macro planning and VN30 1Q21 rebalancing estimate

Market wrap: Bourses extend drastic gains despite heavy profit locking

Macro wrap: Update on 2021 macro planning

Equity wrap: Update on VN30 1Q21 rebalancing estimate

05/01/2021

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SSI Daily Call with Update on Forex policy and HVN

Market wrap: Phenomenal end to an eventful year

Macro wrap: Update on Vietnam forex policy

Equity wrap: HVN VN: EGM flash note – Restructuring plan approved

04/01/2021

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VCG: Quá trình tái cấu trúc bắt đầu

VCG đã chuyển sàn niêm yết sang HOSE vào ngày 29/12/2020 với mức giá khởi điểm là 41.800 đồng/cp, tương đương vốn hóa thị trường đạt 18,5 nghìn tỷ đồng.

Cổ tức: Công ty sẽ chi trả 6% cổ tức bằng tiền mặt cho năm 2019 và tạm ứng 6% cho năm 2020 cùng thời điểm sau khi niêm yết trên sàn HOSE.

31/12/2020

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SSI Daily Call with Update on SOE reform, insurance sector and BVH

Market wrap: VN-Index draws near sentiment level 1,100 despite growing profit-locking tension

Macro wrap: Update on SOE IPO and government meeting

Equity wrap: Update on insurance sector and BVH

30/12/2020

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SSI Daily Call with Update on Vietnam Exchange and VCG

Market wrap: Both bourses extend gains in the midst of strong traded liquidity

Macro wrap: Update on the establishment of Vietnam Exchange

Equity wrap: VCG VN: Transformation progress has begun

29/12/2020

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SSI Daily Call with Update on 2020 macro data and CTR

Market wrap: Blue-chips return to the rally boosting both indices higher

Macro wrap: Update on Vietnam’s 2020 economy

Equity wrap: CTR VN: A Step Into 5G Race and towerco sector

28/12/2020

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SSI Daily Call with Update on credit growth and VHC

Market wrap: HCM main bourse extends correction as key sectors tumble

Macro wrap: Update on central bank press conference

Equity wrap: VHC VN (Outperform; TP VND 48,200): November sales impacted by China’s tightening inspection on imported seafood 

25/12/2020

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