Daily Call
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Macro Update: Vietnam’s Draft Five-Year Strategy: Revitalizing Growth Drivers and Expanding New Frontiers
Equity Research Update: Industrial Parks Sector 2026 Outlook
02/10/2025
DownloadMacro Update: Hello October
Equity Research Update: VIC VN: Grounded Growth, Electric Potential
01/10/2025
DownloadMacro Update: Minimum Wage Adjustment
Equity Research Update: 3Q2025 Corporate Earnings Preview
30/09/2025
DownloadMacro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: PVD VN: Capacity Expansion to Drive Growth
29/09/2025
DownloadMacro Update: Update on regulatory reform in energy sector
Equity Research Update: POW VN: 2025 EGM: Nhon Trach 3 & 4 Near Launch; LNG Strategy in Focus
26/09/2025
DownloadMacro Update: Policy Update – Asset Auctions Reform
Equity Research Update: NTP VN: Pipes of Growth: NTP’s Strong Flow Ahead
25/09/2025
DownloadMacro Update: Vietnam’s Medium-Term Economic Planning Update
Equity Research Update: HAH VN (Outperform; TP VND 63,800): Strong 2Q25 Earnings and Fleet Expansion to Capture Feeder Market Scarcity
24/09/2025
DownloadMacro Update: Government empowering in practice
Equity Research Update: HDB VN (Outperform; TP VND 36,800):Solid Core Income, But Asset Quality Concerns Weigh on Outlook
23/09/2025
DownloadMacro Update: Public Investment Acceleration
Equity Research Update: CTG VN (OUTPERFORM; TP VND 63,800): Good wine needs no bush
22/09/2025
DownloadMacro Update: Update on trade
Equity Research Update: BCM VN: Capital Raise Deferred Amid Regulatory Transition
19/09/2025
DownloadMacro Update: Update on forex market
Equity Research Update: HPG VN (TP VND 33,000): IPO of Agriculture Subsidiary Expected by December 2025 at the Earliest
18/09/2025
DownloadMacro Update: Vietnam’s Health Strategy: Resolution 72-NQ/TW Signals Major Policy Shift
Equity Research Update: FPT VN (Outperform; TP VND 124,200): 8M25 Results: Continued Improvement in Contract Wins
17/09/2025
DownloadMacro Update: Government Streamlining and Market Upgrade Developments
Equity Research Update: GMD VN (Outperform; TP VND 75,000): Update on Gemalink Expansion Progress
16/09/2025
DownloadMacro Update: Vietnam Capital Market: Reform Momentum and IPO Revival Ahead of FTSE Upgrade
Equity Research Update: VinFast Auto Ltd (NASDAQ: VFS): Deliveries Strong, Margins Still Fragile
15/09/2025
DownloadMacro Update: Update on Land Law Revision Discussions
Equity Research Update: MSN VN (Outperform; TP VND 98,700): Core consumer-retail segment to fuel growth
12/09/2025
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