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Daily Call
Đấu giá mới nhất
Macro Update: Update on market upgrade
Equity Research Update: VNM VN (Market perform; TP VND 65,000): Recovery Evident, But Margin Headwinds Persist
19/08/2025
DownloadMacro Update: Update on electricity pricing mechanism
Equity Research Update: HDG VN (Market Perform; TP VND 33,000): 1H25 Earnings Miss Expectations; Outlook Supported by Real Estate and Hydropower
18/08/2025
DownloadMacro Update: Update on Decree 155 revision
Equity Research Update: HSG VN (Market Perform; TP VND 21,600): 3Q FY2025 earnings call – Against the headwind
15/08/2025
DownloadMacro Update: Update on Investment Laws revision
Equity Research Update: VHC VN (Outperform; TP VND 70,000): Navigating Tariff Headwinds with Strong Margin Recovery
14/08/2025
DownloadMacro Update: Update on government action plan for higher economic growth
Equity Research Update: 2Q25 Banking Sector Results: Strong Headline Growth, Mixed Underlying Performance
13/08/2025
DownloadMacro Update: Vietnam Expands Visa Waiver Program to Boost Tourism and Attract Global Talent
Equity Research Update: PGV VN: PGV powers ahead in 1H25: Earnings rebound driven by operational efficiency and favorable market conditions
12/08/2025
DownloadMacro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: VHM VN (Market Perform; TP VND 98,300): Mega Projects Propel Presales
11/08/2025
DownloadMacro Update: Update on cabinet meeting
Equity Research Update: F88 Investment Joint Stock Company (F88): Listing Overview and Investment Highlights
08/08/2025
DownloadMacro Update: Vietnam Macro & Inflation Update – July 2025
Equity Research Update:
FPT VN (Outperform; TP VND 124,200): Pullback presents opportunity: upgrading to OUTPERFORM
GAS VN (Market Perform; TP VND 71,900): Short-term spark, medium-term caution
07/08/2025
DownloadMacro Update: Vietnam Macro Update – July 2025: Retail Sales in Focus Amid Strong Investment Momentum and Benign Inflation
Equity Research Update: HPG VN (BUY; TP VND 33,000): Growth after growth
06/08/2025
DownloadMacro Update: Update on central bank meeting with commercial bank: Balancing act as lower lending rates should meet stable currency
Equity Research Update: DCM VN (Outperform; TP VND 42,400): Margin expansion driven by stronger urea prices and VAT-related cost savings
05/08/2025
DownloadMacro Update: Reciprocal Tariff Update: What stands in the way becomes the way
Equity Research Update: CTR VN (Outperform; TP VND 108,000): Solid earnings amid bts rollout lag – Rating upgraded to OUTPERFORM
04/08/2025
DownloadMacro Update: More Credit Helps, Capital Market Reform Helps More
Equity Research Update: TAL VN: Unlocking Competitive Advantage from a Strategic Landbank
01/08/2025
DownloadMacro Update: Draft Decree on Corporate Income Tax Incentives
Equity Research Update: IMP VN (Outperform; TP VND 58,000): Prescription for Growth
31/07/2025
DownloadMarket Wrap: Market’s flash crash after historical high session
Macro Update: Update on Land Laws revision
Equity Research Update: VRE VN: 2Q25 Business Results Overview
30/07/2025
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