Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on Vietnam US trade and national energy security
Market Wrap: Market accumulates sideways on low liquidity in search of new direction
Macro Update: Update on Vietnam-U.S. Trade
Equity Research Update: Power and Oil and Gas sectors update: Long-term catalysts on Resolution No. 70-ND/TW, pricing and DPPA reforms

11/09/2025

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SSI Daily Equity Market Call with Update on digital asset resolution and September stock ideas
Market Wrap: 2 days of steep correction were follow by mild last-minute rebound
Macro Update: Government Pilot Resolution on Digital Assets
Equity Research Update: Monthly Market Review & Outlook – September 2025: Under the Eternal Autumn Sky 10/09/2025

10/09/2025

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SSI Daily Equity Market Call with Update on inflation, market upgrade and DBD
Market Wrap: Market extended steep correction and foreign investors returned as strong buyers
Macro Update: Update on inflation and market upgrade
Equity Research Update: DBD VN (Outperform; TP VND 62,000): Upgrade to Outperform

09/09/2025

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SSI Daily Equity Market Call with Update on monetary policy and ETF rebalancing
Market Wrap: Profit-taking intensified at above historic 1700pts leading to sharp final-hour market correction
Macro Update: August Data & Monetary Policy Discussion
Equity Research Update: Vietnam ETFs: Q3 2025 Rebalancing Outlook

08/09/2025

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SSI Daily Equity Market Call with Update on personal income tax and VEA
Market Wrap: Market accelerated towards 1700pts following short pause
Macro Update: Update on personal income tax revision
Equity Research Update: VEA VN (BUY; TP VND 48,000): At a Crossroads

05/09/2025

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SSI Daily Equity Market Call with Update on government meeting and banking sector
Market Wrap: Locals sustained market at record high in spite of foreign dumping
Macro Update: Update on government meeting
Equity Research Update: Circular 14/2025: A Dual Approach to Prudence and Growth

04/09/2025

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SSI Daily Equity Market Call with Update on GMT, Construction Laws revision and HDB
Market Wrap: Securities stocks drove market on anticipation of upgrade and digital asset exchange
Macro Update: News briefing
Equity Research Update: HDB VN (Market Perform; TP VND 36,800): Solid Core Income, But Asset Quality Concerns Weigh on Outlook

03/09/2025

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SSI Daily Equity Market Call with Update on IFC international arbitration center and DBD
Market Wrap: VN-Index rises on FTSE upgrade expectation
Macro Update: Legal Advancements in International Arbitration within Vietnam’s IFC
Equity Research Update: DBD VN: 2Q25 Results: Strong Growth Momentum with Margin Expansion

29/08/2025

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SSI Daily Equity Market Call with Update on petroleum product policy and industrial park sector
Market Wrap: Laggers ran wild as rally extended
Macro Update: Update on petroleum product policy
Equity Research Update: Vietnam Industrial Parks Sector Update: Cost-Driven Profit Growth in 1H25, MOU Activity Faces Challenges in 2H25

28/08/2025

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SSI Daily Equity Market Call with Update on gold market regulation and MWG
Market Wrap: Market took off stronger just after 2 days of correction
Macro Update: Decree 24/2012 revision: A Landmark Reform in Gold Market Regulation
Equity Research Update: MWG VN (BUY; TP VND 87,000): Growth engine shifts: grocery to take the lead in 2026

27/08/2025

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SSI Daily Equity Market Call with Update on currency and KDH
Market Wrap: Aggressive profit-taking on Banks dragged down the market for the 2nd consecutive session
Macro Update: Not a Currency Story
Equity Research Update: KDH VN (Market Perform; TP VND 36,500): Strong pipeline, Softer upside 

26/08/2025

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SSI Daily Equity Market Call with Update on forex market and REE
Market Wrap: A market not for the faint-hearted
Macro Update: FX Intervention at a Perfect Timing
Equity Research Update: REE VN (Market Perform; TP VND 69,400): Hydropower drives power ahead, while real estate lags 

25/08/2025

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SSI Daily Equity Market Call with Update on 5-year plan and BMP
Market Wrap: Risk appetite heightened with smaller Bank stocks shot up to ceiling
Macro Update: Ambition Meets Excitement
Equity Research Update: BMP VN (Outperform; TP VND 158,700): Real estate focus, pricing discipline set stage for 2026

22/08/2025

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SSI Daily Equity Market Call with Update on export and MWG

Market Wrap: Flash dip neutralized with extended Banking rally
Macro Update: News briefing
Equity Research Update: MWG VN (BUY): Analyst Meeting Highlights: Doubling down on growth

21/08/2025

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SSI Daily Equity Market Call with Update on IFC initiative and GMD
Market Wrap: IPOs of securities arms of leading JSCBs boosted the market
Macro Update: Progress Update on the International Financial Center (IFC) Initiative
Equity Research Update: GMD VN (Outperform; TP VND 75,000): 2Q25 Analyst Meeting: Positioning for a Re-rating  

20/08/2025

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