Daily Call

Market wrap: Indices mixed trade on VN30F1M expiry date

Macro wrap: Update on the trade activities in first 15 days of November

Equity wrap: TNH VN: Earnings trounce expectations, with a strong outlook for 2022

Market wrap: Mid/small tickers dove dragged down the indices

Macro wrap: Quick update on the Resolution of the Vietnamese government’s meeting in October 

Equity wrap: CTG VN (Outperform; TP VND 39,700): Provisions continued to weigh on bottom-line performance

Market wrap: VN-Index jumped to a new ATH

Macro wrap: Update on October FDI data

Equity wrap: CTG VN: 3Q 2021 quick update 

Market wrap: Indices plunge on heavy selloffs, liquidity hits ATH

Macro wrap: Vietnam Macro Update: The race to reopen: The last battle?

Equity wrap: TRA VN (BUY; TP VND 101,000): Benefit from tightening health supplement market, expansion of synthetic drugs & higher return on sales with more efficient SG&A expenses

Market wrap: Bourses extend gain despite slight off-steam by closing

Macro wrap: Update on Covid-19 situation and government measures

Equity wrap: VNM VN: Another profit decline quarter.

                      MSN VN: Q2 earnings growth on track

Market wrap: VN-Index passes the 1,300 level thanks to demand boost

Macro wrap: Update on Vietnam government measures on Covid-19 outbreak

Equity wrap: PLX VN: 2Q21 PBT reaching record-high since its listing in 2017, driven by rising oil price

                      VCB VN (Outperform; TP VND 113,500): 2Q2021 preliminary results

                      CTG VN: 2Q2021 preliminary results

Market wrap: Main bourse closes at intraday high amid strengthened inflows 

Macro wrap: A critical thinking on Vietnam Manufacturing PMI

Equity wrap: GMD VN (BUY; VND 50,300): 2021 AGM note – A clear growth path ahead

Market wrap: VN-Index heads for correction on the last day of 1H2021

Macro wrap: Update on Covid-19 situation in Vietnam

Equity wrap: CTG VN: Brief update on 1H2021 results

                       AAA VN: AGM notes

Market wrap: Bourses fluctuate strongly while traded volume weakens

Macro wrap: Update on Covid-19 supporting measures

Equity wrap: VHC VN (Outperform; TP VND 50,000): 5M results – Demand recovery in the US to drive growth

Market wrap: HCM bourse closes at intraday high, boosted by financial sector

Macro daily update

Equity wrap: VCB VN (Outperform; TP VND 114,200): 1Q2021 earning flash note

                       CTG VN (BUY; TP VND 50,700): 1Q2021 earning flash note

Market wrap: VN-Index sets new record high, boosted by key sectors

Macro wrap: Update on monetary policy

Equity wrap: VNDiamond Index and HOSE Indexes 2Q21 review update

                      CTG VN (Outperform; TP VND 46,400): AGM Note

Market wrap: Correction among large-caps press VN-Index below 1,200 benchmark

Macro wrap: Update on Vietnam trade

Equity wrap: CTG VN (BUY; TP VND 46,400): AM Note

Market wrap: HCM bourse slips into green despite lingering net selling

Macro wrap: Update on the next stimulus package and the provincial GRDP

Equity wrap: CTG VN (BUY; TP VND 46,400): Turnaround time with bancassuarance and no VAMC bonds left

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 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