Daily Call

Market wrap: VN-Index secures in the green thanks to foreign net buying spree

Macro wrap: Update on government bond issuance plan and November trade data

Equity wrap: Vietnam ETFs 4Q20 rebalancing preview

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: 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: 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: 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: Stocks trade mix on profit locking pressure

Macro wrap: Update on SOE reform

Equity wrap: CTG VN (Outperform): 2Q2020 earnings flash note 

Market wrap: Vietnam stocks join global rally on hope of vaccine breakthrough

Macro wrap:  Update on public investment

Equity wrap: CTG VN (Outperform; TP VND: 27,200): 2020 AGM Note: Capital raising is the key driver for growth

VN-Index extended on the winning streak, up 1.1%, while HNX-Index treaded slightly into green, up 0.3%.

Banking led the rally among CTG (+4.4%), EIB (+3.2%), TCB (+3.1%) and VCB (+0.6%) whereas VPB dropped slightly (-0.4%).

VRE (+1.4%) and VHM (+1.8%) continued to drive real estate sector upward with other realties, namely KDH (+2.8%), DXG (+3.8%) and NVL (+0.4%), all followed. VIC closed sideway.

VN-Index diverged into green, up 1.2%, from blue-chips inching higher while HNX-Index continued to decline 0.4%.

The steel manufacturers HPG (+6.8%) and HSG (+6.9%) surged to ceiling prices, boosting the market’s gain. NKG (+3.7%) also switched to green against past days’ loss.

Many banking stocks rose, notably VCB (+3.3%), VPB (+5.2%), CTG (+2.2%) and TCB (+2.0%). STB (-0.7%), on the other hand, cooled down.

Global oil price climbed as several countries worldwide have eased the lockdown and rising expectation to economy recovery from the pandemic. Oil&gas tickers rallied, namely GAS (+3.7%), PLX (+1.9%), PVD (+4.3%) and PVS (+1.6%). 

The market ended the week in the red as selling pressure weighed on both bourses throughout majority of the trading session. VN-Index and HNX-Index down 0.6% and 2.1%, respectively. Several key sectors diverged into decline.

The three Vingroup tickers, VIC (+1.0%), VHM (+1.4%) and VRE (+0.2%), all surged despite lingering foreign net sell, narrowing down the indices' loss. Other real estate stocks went under, namely KDH (-4.1%), DXG (-3.6%) and NLG (-2.0%).

Many lenders closed lower, notably BID (-2.8%), CTG (-2.1%) and TCB (-1.2%). VPB (+0.8%) slightly rose whereas VCB remained flat.

VN-Index slid into the red territory due to blue-chips’ pressure, down 0.1%, while HNX-Index continued to edge slightly higher, up 0.1%.

Banking traded mix with TPB ended at ceiling (+7.0%), BID (+2.7%) and HDB (+4.4%) surged whereas VPB (-0.6%) and ACB (-0.5%) tumbled. Other lenders, namely CTG, VCB and TCB closed sideway.

FPT (+6.2%) led the upward trend, narrowing down the index’ loss.

The market headed for recovery with VN-Index and HNX-Index surged 2.4% and 1.2%, respectively, after the MoF proposed to increase credit limits for securities sector. Majority of stocks went for the upward march.

The three Vingroup tickers, VIC (+2.5%), VRE (+6.2%) and VHM (+5.3%), boosted the bourses' rally. Other real estate firms also inched up among NVL (+0.4%) and DXG (+1.1%).

Banking switched to green, topped by VCB (+1.2%), BID (+2.0%), CTG (+1.8%) and VPB (+2.5%). HDB (-1.2%) was the only ticker in the red territory among the VN30 blue-chips.

VN-Index switched to green after foreign net selling remained in the low for 2 consecutive days, up 0.2%, while HNX-Index maintained to decline 0.3%.

Global oil price increased amid rising expectation on biofuel demand recovery. GAS (+2.7%) and PLX (+0.7%) jumped while OIL stayed in the red (-1.3%).

VNM diverged into green (+3.0%). Other consumers slumped among SAB (-2.1%) and MSN (-1.6%).

Banking continued to trade mix with VPB (+1.5%) leading the sector's rally, followed by TPB (+1.1%) and HDB (+0.5%). On the other hand, VCB (-0.9%) and CTG (-1.0%) stumbled.

The bourses slightly recovered prior to the long holiday. VN-Index and HNX-Index both up 0.2% and 0.5% respectively. On the other hand, VN30-Index (-0.1%) continued to end lower from foreign selloff pressure among blue-chip stocks.

Many lenders edged higher, notably CTG (+5.0%), VCB (+1.5%) and BID (+1.3%). 

Aviation switched into green among HVN (+3.1%), VJC (+2.3%) and ACV (+3.7%), regaining from past days' loss after airlines were permitted to further ramp up domestic routes starting from today.

The market extended the downward trend on both VN-Index and HNX-Index, down 0.5% and 0.04% respectively, as heavy foreign offloading still lingered.

Banking sector surprisingly recovered from previous days’ loss, topped by CTG (+1.1%), MBB (+0.6%) and VCB (+0.3%), while STB (-0.1%) slightly dropped.

Healthcare surged among DHG (+3.1%), PME (+5.1%) and DMC (+1.8%) as the pandemic has significantly subdued.