Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on five year strategy and industrial park sector
Market Wrap: Sector strength vs. Vingroup drag: the VNIndex posted modest gains
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

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SSI Daily Equity Market Call with Update on stock market in September and VIC
Market Wrap: VNIndex Holds Ground thanks to conglomerate stocks and afternoon recovery
Macro Update: Hello October
Equity Research Update: VIC VN: Grounded Growth, Electric Potential

01/10/2025

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SSI Daily Equity Market Call with Update on minimum wage and Q3 earnings preview
Market Wrap: Conglomerate stocks supported the VNIndex amid price consolidation
Macro Update: Minimum Wage Adjustment
Equity Research Update: 3Q2025 Corporate Earnings Preview

30/09/2025

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SSI Daily Equity Market Call with Update on gold market management and PVD
Market Wrap: Catalyst drought and foreign outflows pressured the market
Macro 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

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SSI Daily Equity Market Call with Update on energy sector and POW
Market Wrap: Construction stocks boomed but market liquidity remained tepid
Macro 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

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SSI Daily Equity Market Call with Update on Bidding Law revision and NTP
Market Wrap: Final-hour rally kicked up sentiment and momentum
Macro Update: Policy Update – Asset Auctions Reform
Equity Research Update: NTP VN: Pipes of Growth: NTP’s Strong Flow Ahead

25/09/2025

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SSI Daily Equity Market Call with Update on medium term public investment plan and HAH
Market Wrap: Muted market momentum and muted liquidity
Macro 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

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SSI Daily Equity Market Call with Update on government empowering and HDB
Market Wrap: Market reversal deepened on catalyst shortage
Macro 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

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SSI Daily Equity Market Call with Update on public investment and CTG
Market Wrap: ETF reshuffling fuels volatility amid liquidity drop
Macro Update: Public Investment Acceleration
Equity Research Update: CTG VN (OUTPERFORM; TP VND 63,800): Good wine needs no bush

22/09/2025

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SSI Daily Equity Market Call with Update on trade and BCM
Market Wrap: Cautious trading prevails amid lack of catalysts and foreign selling
Macro Update: Update on trade
Equity Research Update: BCM VN: Capital Raise Deferred Amid Regulatory Transition

19/09/2025

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SSI Daily Equity Market Call with Update on forex market and HPG
Market Wrap: Market underperformed on weakening local sentiment
Macro 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

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SSI Daily Equity Market Call with Update on national healthcare strategy and FPT
Market Wrap: Volatility persists with Consumer and Tech stocks leading market resilience
Macro 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

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SSI Daily Equity Market Call with Update on government streamlining, market upgrade and GMD
Market Wrap: Momentum accelerated with more widespread price increase
Macro 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

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SSI Daily Equity Market Call with Update on Decree 155 revision and VinFast
Market Wrap: Consumer Staples stole spotlight, backed by foreign demands
Macro 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

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SSI Daily Equity Market Call with Update on Land Laws revision and MSN
Market Wrap: Final-hour market upswing potentially revives momentum and sentiment
Macro 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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