Daily Call

Market wrap: VN-Index slides on growing pressures from profit locking

Macro wrap: Update on fiscal position

Equity wrap: MWG VN: November result

                      AAA VN (Market Perform; TP VND 14,600): Encouraging earnings growth in 3Q20 thanks to trading and property segment

Market wrap: Both bourses rally before closing amid surging liquidity

Macro wrap: Update on EVFTA - Rule of Origin

Equity wrap: MSB VN: Listing Note

                      GAS VN (Outperform): 2020 prelim results

Market wrap: Key sectors extend gains supporting the indices' upbeat

Macro wrap: Update on the North-South expressway

Equity wrap: PNJ VN (Outperform): Maintaining impressive retail sales growth

Market wrap: Both bourses rally on ETFs' quarterly rebalancing

Macro wrap: Update on electricity price cut 

Equity wrap: ACV VN: Company visit note: HOSE listing timeline is still not clear

Market wrap: VN-Index drops on future's expiration date and all-time high liquidity

Macro wrap: A recap

Equity wrap: DHC VN: Double-digit growth, thanks to positive recovery in demand

Market wrap: HCM main bourse hikes thanks to the rally from banking sector

Macro wrap: Update on Vietnam foreign exchange policy

Equity wrap: MCM VN: Listing Note

Market wrap: VN-Index stumbles amid heavy profit-locking on blue-chips

Macro wrap: Update on State-owned enterprises

Equity wrap: FPT VN (BUY; TP VND 62,000): Double-digit growth for Nov ’20; Brighter outlook in 2021

Market wrap: Green maintains across all key sectors boosting VN-Index to new record high

Macro wrap: A Monday recap

Equity wrap: DGW VN: 3Q2020 earnings results

Market wrap: Both bourses gain higher amid strong foreign net buying

Macro wrap: Update on USTR investigation on Vietnam’s forex policy (currency undervaluation) and timber import

Equity wrap: Vietnam ETFs 4Q20 rebalancing results

                       GMD VN: Gemalink divestment on the table

Market wrap: Majority of large-cap stocks experience corrections despite the foreign net buy boost

Macro wrap: Update on state budget

Equity wrap: SHB VN (Market Perform; TP VND 18,500): Longer VAMC bond provisioning schedule support profit

Market wrap: HCM main bourse remarkably surpasses 1,030 level amid improved traded volume

Macro wrap: Update on UK-Vietnam Free Trade Agreement

Equity wrap: PHR VN: Company Visit Note 

Market wrap: Profit-locking pressures VN-Index to tumble after 5 straight days' gains

Macro wrap: Update on aviation infrastructure

Equity wrap: KBC VN (Outperform; TP VND 18,700): Weak earnings due to limited available IP land bank

Market wrap: VN-Index heads to 1,030 level point as supported by blue-chips' rally

Macro wrap: Update on Q4 GRDP growth

Equity wrap: PVT VN: 3Q 2020 earnings results

Market wrap: VN-Index extends gains further despite foreign net selling returns

Macro wrap: Update on Covid-19 outbreak and the Thai Binh II power plant

Equity wrap: HOSE Indexes 1Q21 rebalancing preview

Market wrap: Key sectors rise extending gains on both bourses

Macro wrap: Update on SOE IPO/divestment regulation

Equity wrap: VPB VN (Market Perform; TP VND 30,200): All eyes on sales of FeCredit