Daily Call
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Macro Update: Key Legislative Developments in Vietnam’s Digital Technology Industry
Equity Research Update: HSG VN (Market Perform; TP VND 18,300): May 2025 business highlights, Revising up forecast
17/06/2025
DownloadMarket Wrap: The VN-Index declined amid rising Middle East tensions
Macro Update: Vietnam–U.S. Bilateral Reciprocal Trade Talks Progress
Equity Research Update: MarketVector Vietnam Local Index: Q2 2025 Review Results
16/06/2025
DownloadCII VN: BOT ensures stable revenue while awaiting Thu Thiem real estate project
ACG VN: company visit note
13/06/2025
DownloadMacro Update: Legal Reform Resolution to Unlock Economic Growth
Equity Research Update: VHM VN: Property Tour Recap
12/06/2025
DownloadMacro Update: Update on trade negotiation
Equity Research Update: DPG VN: Growth Driven by Casamina Balanca Hoi An and Robust Public Investment Backlog
11/06/2025
Download10/06/2025
Download• KSB VN: Strong Growth Outlook for Construction Aggregates, Driven by Infrastructure Boom
09/06/2025
DownloadMarket Wrap: Market trended sideways on decline liquidity pending trade war news
Macro Update: Update on trade negotiation: Progress, not Perfection
Equity Research Update: KDH VN (BUY; TP VND 41,000): Property tour updates
06/06/2025
DownloadMacro Update: Update on preliminary May economic indicators
Equity Research Update:
Vietnam ETFs: Q2 2025 Rebalancing Estimates
NLG VN (Outperform; TP VND 42,500): Property Tour Update
05/06/2025
DownloadMacro Update: Update on trade negotiation
Equity Research Update: TCB VN (Outperform; TP VND 36,400): Turning Tides
04/06/2025
DownloadMacro Update: Update on trade negotiation
Equity Research Update: GAS VN (Market Perform; TP VND 71,900): Fueling the future: Growth hinges on new gas fields and infrastructure
03/06/2025
DownloadMacro Update: Update on government meeting with private sector
Equity Research Update: DPM VN (Outperform; TP VND 38,300): Poised for a turnaround on VAT tailwinds
02/06/2025
DownloadMacro Update: Update on Vietnam’s Domestic Carbon Market Exchange
Equity Research Update:
• IDC VN (Market Perform; TP VND 50,100): Softening Commitments, Solid Fundamentals
• NT2 VN (Outperform; TP VND 21,500): Recharging growth: Earnings set to rebound in 2025–2026
30/05/2025
DownloadMacro Update: Progress on Vietnam’s Gold Market Reform
Equity Research Update: NLG VN (Outperform; TP VND 42,500): Pre-Sales Recovery Gains Ground
29/05/2025
DownloadMacro Update: Vietnam’s Railway Mega-Projects
Equity Research Update: VNM VN (Outperform; TP VND 65,000): Lowering Expectations Resultant of Ongoing Restructuring
28/05/2025
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