Daily Call

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

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