Daily Call
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Macro Update: Update on reciprocal tariff
Equity Research Update: Vietnam Steel Sector Update: Firing up all furnaces
08/07/2025
DownloadMacro Update: Vietnam’s Economy in 1H25: Broad-Based Growth and Policy Shifts Toward Market Agility
Equity Research Update: Vietnam Banking Sector Update: From Pressure to Performance: Vietnam Banks in Transition
07/07/2025
DownloadMacro Update: Preliminary Update on 1H25 Economic Data
Equity Research Update: Vietnam Fertilizer Sector Update: New VAT Policy to boost Profitability
04/07/2025
DownloadMacro Update: Assessment on the Vietnam-US trade framework
Equity Research Update: Vietnam Real Estate Sector Update: Stronger market momentum expected in 2H2025
03/07/2025
DownloadMacro Update: Update on Vietnam 1H25 growth
Equity Research Update: Vietnam Oil&Gas Sector Update: E&P Activity Remains Resilient Despite Weak Oil Price Outlook
02/07/2025
Download- DPR VN (Outperform; TP VND 48,300): Unlocking Value Through Strategic Land Conversion and Industrial Expansion
- PHR VN (Outperform; TP VND 74,100): Strategic Land Conversion Unlocks Long-Term Value
01/07/2025
DownloadMacro Update: Update on Real Estate and Land Use Rights Trading Center
Equity Research Update: Vietnam Power Sector Outlook: Gearing Up for a Demand Rebound and LNG Milestone in 2H25
30/06/2025
DownloadMacro Update: Update on Reciprocal tariff and Laws of Credit Institutions revision
Equity Research Update: VN30 Index and VNFin Lead Index 3Q25 Review Estimates
27/06/2025
DownloadMacro Update: Update on money market
Equity Research Update: HAH VN (Market Perform; TP VND 64,300): Time to lock in the gains
26/06/2025
DownloadMacro Update: Update on monetary policy
Equity Research Update:
MWG VN (Outperform; TP VND 74,000): May 2025 Business Update
KBC VN: KBC’s 250 Million-Share Private Placement
25/06/2025
DownloadMacro Update: Progress in Tariff Negotiations and Implications for Vietnam
Equity Research Update: 2Q2025 Corporate Earnings Preview
24/06/2025
DownloadMacro Update: Update on trade negotiation and growth outlook
Equity Research Update: NT2 VN (BUY; TP VND 25,000): Upgraded to BUY: Solid Outlook Despite Near-Term Revenue Miss
23/06/2025
DownloadMacro Update: Update on MSCI accessibility review, exchange rate
Equity Research Update: TNH VN (Underperform; TP VND 15,100): Downgrade Following Disappointing Q1 Results; Cautious Outlook Maintained
20/06/2025
DownloadMacro Update: Update on Enterprise Laws revision
Equity Research Update: GVR VN: Earnings on track as GVR advances land conversion agenda
19/06/2025
DownloadMacro Update: Navigating Growth and Formalization
Equity Research Update: Vietnam Consumer Sector Update: Retail Renaissance: Accelerating the Shift from Stalls to Stores
18/06/2025
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