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Daily Call
SSI Daily Equity Market Call with discussion on Vietnam 5-year plan and power sector
Market Wrap: Local market sustained positive momentum amid US-China tension
Macro Update: Vietnam 2025–2030: From Catch-Up to Creation
Equity Research Update: Power Sector Update: Trial Implementation of Two-Component Electricity Pricing Mechanism

14/10/2025

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SSI Daily Equity Market Call with Update on new US tariff threat and ANV
Market Wrap: Market sustained positivity even after market upgrade catalyst realized
Macro Update: Update on the new US tariff threat on China
Equity Research Update: ANV VN: Site Visit and Analyst Meeting Summary

13/10/2025

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SSI Daily Equity Market Call with Update on macro outlook in 2026 and banking sector
Market Wrap: The VNIndex surpassed 1700pts threshold, driven by Vingroup family stocks
Macro Update: Vietnam 2026 Macro Outlook: Early Harvest from Institutional Reform
Equity Research Update: Vietnam 2026 Banking Sector Outlook: From Credit Quotas to Credit Quality

10/10/2025

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SSI Daily Equity Market Call with Update on market upgrade and highlights on 2026 Strategy Note
Market Wrap: Historic upgrade: Vietnam market joins FTSE Emerging ranks with broad sector rally
Macro Update: Update on Market Upgrade
Equity Research Update: 2026 Strategy Note: Riding beyond the upgrade

09/10/2025

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SSI Daily Equity Market Call with Update on Vietnam market upgrade to emerging market
Market Wrap: Market cautious ahead of FTSE’s market reclassification decision
Macro & Equity Research Update : Vietnam’s FTSE Russell Market Upgrade to Emerging Market: A Strategic Milestone in Capital Market Development

08/10/2025

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SSI Daily Equity Market Call with Update on property sector and VNDiamond index review
Market Wrap: Confidence on FTSE market upgrade renewed
Macro Update: Update on Property sector
Equity Research Update: VNDiamond 4Q25 review estimates

07/10/2025

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SSI Daily Equity Market Call with Update on Q3 macro data and GEM5
Market Wrap: Market held breath ahead of FTSE market reclassification announcement
Macro Update: Vietnam Economy in Q3 2025 – Solid but Not Easy Toward the Finish Line
Equity Research Update: Update on FTSE market upgrade and GEM5

06/10/2025

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SSI Daily Equity Market Call with Update on cabinet meeting and power sector
Market Wrap: Market slips as foreign selling persists and sentiment weakens
Macro Update: Update on cabinet meeting
Equity Research Update: Power Sector 2026 Outlook: Structural Reforms Critical to Securing Vietnam’s Energy and Economic Future

03/10/2025

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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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