Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on May inflation, monetary and fiscal policy, MSN, DRC, MSB
Market Wrap: The market stretched upward on flat liquidity and against strong foreign sells
Macro Update: Update on May inflation and government meeting on monetary and fiscal policy
Equity Research Update:
  • MSN VN (TP VND 84,800): Update on recent developments
  • Update on antidumping tax by the US on truck/bus tires from Thailand and DRC
  • MSB VN (Market Perform; TP VND 16,200): Higher provisions hinder earnings growth

17/05/2024

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SSI Daily Equity Market Call with Update on the Party’s central committee meeting, gold market, MSB and KDH

Market Wrap: Banks gained momentum and extended market rally
Macro Update: Update on the Party’s central committee meeting and gold market
Equity Research Update:

  • MSB VN: 1Q24 business results
  • KDH VN (Outperform; TP VND 41,300): Increasing investment in large projects to prepare for long term growth

16/05/2024

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SSI Daily Equity Market Call with Update on the May National Assembly meeting, gold market, Vietnam potential upgrade to market economy status and impacts on exporters, CTR, TNG, IDC
Market Wrap: Market pulled firm hike on encouraging liquidity
Macro Update: Update on the May National Assembly meeting and gold market
Equity Research Update:
Vietnam potential upgrade to market economy status and impacts on exporters
CTR VN (Market Perform; TP VND 133,200): 4M24 preliminary results
TNG VN (Outperform; TP VND 23,500): 1Q24 results updates
IDC VN (Market Perform; TP VND 62,300): MOUs value is the highest within 10 years

15/05/2024

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SSI Daily Equity Market Call with Update on FX and gold sales, MWG and BMP
Market Wrap: Market was supported on green territory despite weak sentiment
Macro Update: Update on FX and gold sales
Equity Research Update:
MWG VN (Outperform; TP VND 65,800): Analyst meeting
BMP VN (Market Perform; TP VND 122,000): High cash dividends

14/05/2024

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SSI Daily Equity Market Call with Update on the NASC meeting, trade data and KDH

Market Wrap: Market was well-supported despite profit-realization activities and aggressive foreign sells
Macro Update: Update on the NASC meeting and trade data
Equity Research Update: KDH VN: 1Q24 results: stayed low with some units recognized in The Classia project

13/05/2024

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SSI Daily Equity Market Call with Update on Investment Support Fund and VNM
Market Wrap: Market dodged correction on notably reduced liquidity
Macro Update: Update on draft decree proposal of the Investment Support Fund
Equity Research Update: VNM VN (Outperform; TP VND 82,000): AM Note

10/05/2024

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SSI Daily Equity Market Call With Update on progress to market economy, exchange rate, 1Q24 corporate earnings insights, VHC, FMC, CTR
Market Wrap: A session of volatile tug-of-war, profit-taking pressure evident
Macro Update: Update on the progress to market economy and exchange rate
Equity Research Update:
1Q2024 Corporate Earnings Insights: Overcome the most difficult times
VHC VN (Market Perform; TP VND 78,500): prelim 1Q24 results
FMC VN (Outperform; TP VND 55,800): 1Q24 results
CTR VN (Market Perform; TP VND 133,200): Greater cash dividends might result in the significant change of capital structure

09/05/2024

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SSI Daily Equity Market Call With Update on FDI inflows, gold auction, HPG, PVT
Market Wrap: Market showed resilience on ample liquidity, sector divergence continued
Macro Update: Update on FDI inflows and gold auction
Equity Research Update:
HPG VN (BUY; TP VND 34,500): Impressive sales volume in Apr
PVT VN (Outperform; TP VND 30,000): 1Q2024 results and AGM update

08/05/2024

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SSI Daily Equity Market Call With Update on domestic gold price, state revenue, PLX, VTP, NT2
Market Wrap: Market extended yesterday's rally, driven by non-financial big caps
Macro Update: Update on domestic gold price and state revenue
Equity Research Update:
PLX VN (Outperform; TP VND 40,800): Strong earnings growth in 1Q24 in line with our expectation
VTP VN: 1Q 2024 results and AGM quick note
NT2 VN: 1Q24 results are broadly in line with our expecation

07/05/2024

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SSI Daily Equity Market Call With Update on monthly cabinet meeting, MBB, MWG, BCM
Market Wrap: Market rallied on muted news, liquidity improved
Macro Update: Update on monthly cabinet meeting
Equity Research Update:
MBB VN: Meeting note
MWG VN (Outperform; TP VND 65,800): Upbeat 1Q24 results
BCM VN (Outperform; TP VND 84,700): PAT grew by double digits due to recognition of resettlement projects

06/05/2024

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SSI Daily Equity Market Call With Update on money market, MSN, MWG, NKG, HT1
Market Wrap: VN-Index extended the soft recovery on rising liquidity thanks to ETFs rebalance
Macro Update: Update on the money market movement and gold market
Equity Research Update:
MSN VN (TP VND 84,800): 2024 AGM takeaways and 1Q24 earnings results
MWG VN: Upbeat 1Q24 results
NKG VN (Market Perform; TP VND 23,000): Ambitious expansion plans in store for 2024-2025
HT1 VN (Market Perform; TP VND 11,600): Earnings may have hit trough in 1Q24

03/05/2024

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SSI Daily Equity Market Call With Update on Jan-Apr macro data, banking sector, IDC, PNJ, POW
Market Wrap: Lack of news, market traded in narrow bands on low volume
Macro Update: Update on Jan-Apr macro data
Equity Research Update:
1Q24 Banking sector results
IDC VN (Outperform): Robust 1Q24 earnings growth
PNJ VN (Outperform; TP VND 112,000): 2024 AGM note and 1Q24 earnings update
POW VN (Market Perform): 1Q24 results were in line with our expectation

02/05/2024

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SSI Daily Call with Update on KRX trading system, HCM, SAB and VNM
Market wrap: Main indices swing hard on muted liquidity
Macro wrap: News briefing
Equity wrap: 
HCM VN: 2024 AGM Notes 
SAB VN (Market Perform; TP VND 63,900): 2024 AGM memo 
VNM VN (Outperform; TP VND 82,000): 2024 AGM memo

26/04/2024

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SSI Daily Call with Update on PVD and VHM 2024 AGM notes
Market wrap: Markets surged higher, foreign investors still net sell
Macro wrap: News briefing
Equity wrap: 
PVD VN (Outperform; TP VND 36,000): 2024 AGM Notes
VHM VN (Outperform; TP VND 69,400): 2024 AGM Notes

25/04/2024

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SSI Daily Call with Update on monetary market movement and FPT's 1Q24 result
Market wrap: Major indices inched down on moderate liquidity
Macro wrap: Update on money market movement
Equity wrap: FPT VN (Outperform; TP VND 128,100): 1Q24 results

24/04/2024

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