Daily Call

Market wrap: VN-Index witnesses biggest drop since late March amid pandemic concerns

Macro wrap: Update on Vietnam FDI in July

Equity wrap: TPB VN (Outperform): Corporate bonds and big companies were the key growth drivers

Market wrap: Both bourses return to slump over pandemic concerns

Macro wrap: Update on impact from Covid-19 pandemic

Equity wrap: FPT VN: Tech Meetup day – Still hunting for new projects

                       DPM VN (Outperform; TP VND 16,900): 2Q20 earnings results

Market wrap: Blue-chips rise bringing VN-Index higher amid muted traded liquidity

Macro wrap: Update on impact from Covid-19 pandemic

Equity wrap: Moc Chau Milk JSC (OTC): Iconic dairy to be listed within 9 months

Market wrap: Heavy blue-chips selloffs send VN-Index to tumble further

Macro wrap: Update on Vietnam energy sector

Equity wrap: VCB VN (Market Perform; TP VND 89,900): Earnings recovery thanks to retail banking, FX trading, and cost management

Market wrap: VN-Index stays muted around 860 level amid stocks mix trading

Macro wrap: Update on Long Thanh airport project

Equity wrap: FPT VN (Outperform; TP VND 56,400): Actively evolving

Market wrap: Stocks slump as foreign net selling hikes 

Macro wrap: Update on Vietnam export

Equity wrap: HOSE Indexes review Q3 2020

Market wrap: Majority of stocks lost grounds against previous gains, pressuring VN-Index lower

Macro wrap: Update on public investment

Equity wrap: VPB VN (Market Perform): Earnings inflated due to Circular 01

Market wrap: VN-Index surges before closing, edging closer to 880 pts

Macro wrap: Update on Vietnam pre-funding issues

Equity wrap: MSH VN: Negative impact from the bankruptcy of New York & Co

Market wrap: Blue-chips surge pulling VN-Index higher 

Macro wrap: Update on Vietnam resuming international flights

Equity wrap: VEA VN (Market Perform; TP VND 45,500): Previous forecast off-the-mark, as motorcycle market post-Covid fails to recover

Market wrap: Mix trading among key sectors as traded liquidity remains low

Macro wrap: Update on supporting measures

Equity wrap: HND VN (Market Perform; TP VND 20,900): Favorable in FY20, but Headwinds for FY21

Market wrap: Both bourses ended in the red as traded volume remains low

Macro wrap: Update on Vietnam trade in June

Equity wrap: AST VN (Market Perform; TP VND: 59,250): 2020 AGM: Maintaining expansion plans through tough times

Market wrap: Stocks lost grounds pressing the bourses lower

Macro wrap: Update on Vietnam partly resumption for international flights

Equity wrap: Q2 2020 Vietnam real estate sector summary: A tale of two cities

Market wrap: Blue-chips surge extending the market gains

Macro wrap: Update on the government’s 2020 target

Equity wrap: Quick Update: Corporate bond and deposit rates downtrend

Market wrap: Both bourses struggle to inch further amid heavy foreign sell-offs

Macro wrap: Update on SOE divestment

Equity wrap: SAB VN (Market Perform): Recovery sign since mid Q2 delivered in 2020 AGM

Market wrap: Traded volume improves leading VN-Index closer to 870 level 

Macro wrap: Update on fiscal policy

Equity wrap: VND VN: AGM Note: Leveraging digitalization for wealth management strategy