Daily Call

Market wrap: Stocks mix trading amid heavy foreign net selling pressures

Macro wrap: Update on Vietnam economy in October

Equity wrap: CTG VN: Decent income growth, but soaring provision expenses impacted the bottom line

Market wrap: VN-Index tumbles to 921 pts as growing heavy selloff pressures

Macro wrap: Update on Vietnam – US relations

Equity wrap: PLC VN (Outperform; TP VND 23,700): Continued strong earnings growth in Q3

Market wrap: Majority of stocks slide further extending both bourses' loss 

Macro wrap: Update on fiscal plan for 2021

Equity wrap: MSN VN (Market Perform): Update on MSR deal

Market wrap: Profit taking pressures lead to VN-Index' sharp decline before closing

Macro wrap: Update on FDI, trade and long-term growth aspiration

Equity wrap: TCB VN: 3Q 2020 Earnings Flash Note

Market wrap: HCM main bourse claims 9-month high thanks to blue-chips rally

Macro wrap: Update on FDI

Equity wrap: HT1 VN (Market Perform; TP VND 16,900): Significant drop in 3Q20 earnings due to sales price cut amid weak market demand

Market wrap: Blue-chips soar lifting VN-Index to recover in the green

Macro wrap: Update on MSCI index consultation

Equity wrap: VPB VN: Provision expenses started to hike

                       DPM VN: 3Q20 results beat market expectations

Market wrap: Bourses lost grounds as growing profit-locking pressures

Macro wrap: Update on Vietnam fiscal policy

Equity wrap: GAS VN (Outperform): Analyst meeting

                       Moc Chau Milk (MCM: OTC): Surprising Q3 2020 results

Market wrap: Banking stocks rally boosting VN-Index into green

Macro wrap: Update on the government’s plan in phases to 2030

Equity wrap: ACB VN: 3Q20 prelim results: Earnings beat our consensus

Market wrap: Blue-chips' heavy selloffs narrow HCM bourse's gains

Macro wrap: Update on public debt

Equity wrap: SHB VN (Market Perform; TP VND 16,530): Pursuing high yield assets to offset for disadvantageous funding cost

Market wrap: Indices slip into green before closing despite stocks mix trading

Macro wrap: Update on National Assembly meeting

Equity wrap: MBB VN (Outperform; TP VND 20,600): Retail lending regained momentum 

Market wrap: Both bourses extend gains on October futures expiry date

Macro wrap: Update on SOE reform

Equity wrap: QNS VN (Outperform): Impact of Covid-19 2nd wave was more severe than expected

Market wrap: Both bourses extend gains as traded liquidity skyrockets

Macro wrap: Update on Vietnam’s private sector

Equity wrap: HPG VN (BUY; TP VND 39,300): Blowout earnings growth in 3Q20 driven by record-high sale volume

                       LPB VN: Upcoming shift from Upcom to HSX will trigger re-rating

Market wrap: VN-Index draws closer to 930 level amid weakened traded volume

Macro wrap: Update on governmental September meeting resolution

Equity wrap: PHR VN (Market Perform; TP VND 58,500): 3Q20 parent company prelim results

Market wrap: Heavy foreign selloffs in blue-chips narrow VN-Index gains

Macro wrap: Update on North South expressway

Equity wrap: HSG VN: Net profit in 4Q20 reached a 3-year high, driven by strong export volume 

Market wrap: Blue-chips rally boosting both bourses higher in the green

Macro wrap: Update on State-owned commercial bank recapitalization

Equity wrap: VTP VN: Analyst meeting note: Viettel Group divestment

                      GAS VN (Outperform; TP VND 74,000): 9M 2020 prelim results