Daily Call

Market wrap: Bourses trade mix amid the return of foreign net selling 

Macro wrap: Update on SOEs information disclosure

Equity wrap: BCM VN (SELL; TP VND 40,600): Largest IP developer listed on HOSE 

Market wrap: VN-Index could not sustain at 900 level mark as blue-chip stocks plunge

Macro wrap: Update on Vietnam electricity sector

Equity wrap: DRC VN (Outperform; TP VND 19,400): Fully depreciated radial factory to boost 2021 earnings

Market wrap: Heavy selloffs in key sectors pressure VN-Index lower

Macro wrap: Update on cabinet meeting

Equity wrap: STB VN (Outperform; TP VND 13,830): Provisioning kicks into high gear

Market wrap: VN-Index climbs over 900 pts amid improved traded volume

Macro wrap: Update on Vietnam trade data

Equity wrap: QNS VN: 1H 2020 is likely earning trough

Market wrap: Both bourses edge slightly higher prior to holiday

Macro wrap: Update on Vietnam unemployment

Equity wrap: Electricity sector update

Market wrap: Heavy selloffs continue to press on the bourses

Macro wrap: Vietnam market upgrade status

Equity wrap: Vietnam ETFs 3Q20 rebalancing preview 

Market wrap: VN-Index ends closer to 880 pts though heavy foreign selloffs continue

Macro wrap: Vietnam August macro data update

Equity wrap: Oil & gas sector update: Expecting recovery in 2021 from a 2020 low base and oil price rebound

Market wrap: Foreign net sell narrows both bourses’ gains

Macro wrap: Update on US Treasury assessment on Vietnam forex exchange

Equity wrap: Banking Sector Update: Risk control the utmost of priorities

Market wrap: Both bourses trade mix on heavy foreign net selling

Macro wrap: August macro data preview

Equity wrap: AAA VN (Outperform; TP VND 14,850): Potential earnings growth in 2H20 on the back of industrial park lease

Market wrap: Both bourses extend winning streak as traded volume improves

Macro wrap: Update on Securities Laws guidelines on short sales

Equity wrap: KDC VN: Restructuring to be continued

Market wrap: VN-Index rallied above 860 level despite heavy foreign selloffs

Macro wrap: Update on the 2nd round of the Covid-19 stimulus package

Equity wrap: PLC VN: Uplifted earnings forecast on better than expected Q2 results

Market wrap: Banking stocks lead the indices to edge higher

Macro wrap: Update on public investment

Equity wrap: MWG VN: Accumulating market share to support long term growth

Market wrap: HNX-Index surges to record high while VN-Index tumbles from blue-chips pressure

Macro wrap: Update on Vietnam trade in first half of August

Equity wrap: PLX VN: Expecting a recovery in 2H20

Market wrap: Stocks edge higher prior to August future expiry date

Macro wrap: Update on monetary policy

Equity wrap: VHM VN (BUY; TP VND 113,000): Positive presales and solid earnings maintained in 1H20, despite of Covid-19

Market wrap: Both bourses edge lower as foreign net selling extends

Macro wrap: Update on Public Private Partnership projects in the area of transportation infrastructure

Equity wrap: VSC VN (Market Perform; TP VND 36,700): 2Q2020 Earnings call: Margin improvement amid strong headwind