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Daily Call
Đấu giá mới nhất
Market Wrap: Market managed to close on higher note with Realties in focus
Macro Update: Update on EVN, the restructuring plans for 2 “zero dong” banks
Equity Research Update:
- Quick Update Banking Sector & Key takeaways from [GS x SSI] 2024 Vietnam Corporate Day: Turnaround Taking Place
- VHM VN (Outperform; TP VND 55,400): 370 million shares buyback approved by SSC
11/10/2024
DownloadMarket Wrap: Market extended rally with IT and Consumer Staples in focus
Macro Update: Update on the National Assembly Standing Committee meeting
Equity Research Update:
- Note on the 5G commercialization in Vietnam (CTR VN – Market perform; TP VND 135,000)
- PLX VN (Market Perform; TP VND 48,000): Earnings in 3Q24 to be negatively affected by oil price decline
- HPG VN (Outperform; TP VND 31,400): Encouraging volume growth in 3Q24
10/10/2024
DownloadMarket Wrap: Market finally picked up positive momentum to reflect strong GDP and company earnings growth
Macro Update: Update on FTSE Equity Country Classification annual announcement
Equity Research Update:
Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- KBC VN (Outperform; TP VND 33,600)
- NLG VN (Market Perform; TP VND 43,000)
- VRE VN (Outperform; TP VND 25,200)
- VHM VN (Outperform; TP VND 55,400)
09/10/2024
DownloadMarket Wrap: Market continued to roll sideways due to lack of driving catalyst
Macro Update: Update on NPS implementation
Equity Research Update:
- 3Q24 corporate earnings preview
- GMD VN (Market Perform; TP VND 84,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- PVT VN (Market Perform; TP VND 30,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
08/10/2024
DownloadMarket Wrap: Market rolled sideways on dried up liquidity
Macro Update: Resilient Recovery Afoot
Equity Research Update:
- SCS VN (Outperform; TP VND 91,900): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- MSN VN (Outperform; TP VND 90,800): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
07/10/2024
DownloadMarket Wrap: Market closed at day low on muted trades
Macro Update: Update on the 2025 State Budget plan and SBV’s circulars
Equity Research Update:
- IMP VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- PAN VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- VFS US: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
- SSI Webinar Summary: “Gateway to Vietnam: China’s Stimulus – Flows and Fundamentals”
04/10/2024
DownloadMarket Wrap: Market dove after rash attempt at conquering 1300pts
Macro Update: Update on industrial park-related laws
Equity Research Update:
• BCM VN (Outperform; TP VND 84,700): Strong profit growth driven by earnings from VSIP
• VNM VN: GS takeaways
• STK VN: GS takeaways
03/10/2024
DownloadMarket Wrap: Traded volume lowered on further price consolidation
Macro Update: Q3 2024 macro data preview
Equity Research Update: AST VN: 1H24 earning results
02/10/2024
DownloadMarket Wrap: The VNIndex surpassed 1300pts before cooling off to slightly lower level
Macro Update: Update on Sept PMI
Equity Research Update: Vinfast: Adopting a more prudent approach
01/10/2024
DownloadMarket Wrap: Market slightly corrected on retreated volume followed 2 weeks of rally
Macro Update: Update on the SBV’s circular proposal on the debt restructure for Yagi-impacted borrowers
Equity Research Update: DGC VN (Outperform; TP VND 137,000): Back to growth from 2H24
30/09/2024
DownloadMarket Wrap: Gains diminished and volume spiked on ETFs’ rebalancing activities
Macro Update: Update on Jan-Sept ‘24 public investment
Equity Research Update: Vietnam data center industry: Promising growth outlook in a relatively small market size environment and favorable market conditions
27/09/2024
DownloadMarket Wrap: The VNIndex experienced a boost from strong Asian markets, reaching a high before settling as it neared the resistance level.
Macro Update: Update on the money market movement
Equity Research Update: CTR VN (Market Perform; TP VND 135,000): Slower-than-expected construction progress of BTS sites
26/09/2024
DownloadMarket Wrap: The local market performed even better than yesterday, driven by confidence in the Chinese government's stimulus initiatives and the US rate cut trajectory.
Macro Update: Update on public investment and Circular 06 on debt restructuring
Equity Research Update:
DBC VN: Update on hog producer after Typhoon Yagi
Unlocking Insights: SSI - GATEWAY TO VIETNAM: The U.S Election and Vietnam
25/09/2024
DownloadMarket Wrap: Despite a feeble morning, momentum picked up in the afternoon backed by a rush of buying-spree on exhausted sells.
Macro Update: Update on the list of economic sectors
Equity Research Update: HAH VN (Outperform; TP VND 47,200): Breaking the limit
24/09/2024
DownloadMarket Wrap: The VN-Index experienced a decline due to capital retreats
Macro Update: Update on the government-level conferences
Equity Research Update: GVR VN (Market Perform; TP VND 36,100): Expected better performance during 2H24 driven by higher rubber price
23/09/2024
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