Daily Call

Market wrap: Bourses rise higher in spite of rising pandemic concerns

Macro wrap: Update on the cabinet meeting in November

Equity wrap: PVD VN (Outperform; TP VND 15,400): An E&P option for oil recovery play

Market wrap: Profit-takings in key sectors pressure both bourses to fall

Macro wrap: Update on public investment

Equity wrap: Vietnam ETFs 4Q20 rebalancing review

Market wrap: Blue-chips hike extending gains on HCM main bourse further above 1,000 level

Macro wrap: Update on Vietnamese economy in November

Equity wrap: TCB VN (Outperform; TP VND 29,300): Benefits the greatest from the low-rate environment

Market wrap: VN-Index hits 1,000 mark despite heavy foreign selloff

Macro wrap: Update on Vietnam foreign direct investment

Equity wrap: QNS VN (Outperform; TP VND 41,800): Expecting sugar to fuel 2021 growth

Market wrap: HCM bourse sets to attain 1,000 pts, inching higher despite growing profit locking pressures

Macro wrap: Update on gasoline price

Equity wrap: VJC VN: 9M 2020 earnings call

Market wrap: VN-Index closes higher despite earlier correction thanks to blue-chips' gains

Macro wrap: Update on exchange rate

Equity wrap: SAB VN (Outperform; TP VND 227,000): A nice surprise in Q3 supported by continued decent margin. Recovery is on track

Market wrap: HCM bourse hits one-year high as traded volume improves further

Macro wrap: Update on revised law on residence and retirement age

Equity wrap: MWG VN (BUY; TP VND 147,000): 10M20 results: Performance on track

Market wrap: VN-Index attains 990 pts as foreign net buy continues for 3 straight days

Macro wrap: Update on credit growth

Equity wrap: BVH VN (Market Perform; TP VND 62,700): Solid 3Q 2020 earnings growth

Market wrap: Both bourses remain in the green on November futures expiry date

Macro wrap: Update on Vietnam debt profile

Equity wrap: TCM VN: 2020 success can hardly be replicated in 2021

Market wrap: VN-Index secures in the green thanks to foreign net buying spree

Macro wrap: Update on government bond issuance plan and November trade data

Equity wrap: Vietnam ETFs 4Q20 rebalancing preview

Market wrap: Main bourses rally as blue-chips recover strongly from past day's loss

Macro wrap: Update on personal income tax pertaining to stock dividends

Equity wrap: GMD VN (Outperform; TP VND 30,800): Gemalink on right track

Market wrap: Heavy foreign selloff comes back to pressure both bourses

Macro wrap: Update on National Assembly meeting

Equity wrap: PVS VN (Market Perform; TP VND 16,200): Expected lower M&C backlog in 2021. A reliable dividend play

Market wrap: VN-Index surges above 960 level as foreign net buy returns

Macro wrap: Update on RCEP

Equity wrap: POW VN (Market Perform; TP VND 11,300): Facing an Expanded La Nina, Thermal Power Plants Take a Hiatus

Market wrap: Gains from both bourses build up before closing on lower foreign net sell

Macro wrap: Update on Vietnam trade data

Equity wrap: MSN VN: Other income and upbeat TCB profit boost 9M20 results

Market wrap: HCM bourse slips into green before closing despite deeper foreign net selling

Macro wrap: Update on the National Assembly meeting

Equity wrap: VNM VN (Outperform; TP VND 128,000): An upbeat Q3