Daily Call

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Daily Call
SSI Daily Call with Update on Jan-Oct ‘23 State Budget and TCB 3Q23 earnings
Market wrap: Indices shot up amid good news on U.S CPI  
Macro wrap: Update on Jan-Oct ‘23 State Budget  
Equity wrap: TCB VN: 3Q23 results – Slow, sequential recovery

16/11/2023

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SSI Daily Call with Update on corporate bond market and KBC 3Q23 earnings
Market wrap: Traded value remains solid, markets inched up
Macro wrap: News briefing
Equity wrap: KBC VN: 3Q23 results: Poor industrial park performance due to land delivery delays

15/11/2023

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SSI Daily Call with Update on the property sector meeting and IDC 3Q23 result

Market wrap: Mixing trade, liquidity disappeared

Macro wrap: Update on the property sector meeting

Equity wrap: IDC VN: 3Q23 results review

14/11/2023

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SSI Daily Call with Update on GMT, Land laws and GMD 3Q23 results

Market wrap: Indices inched down despite liquidity stays high

Macro wrap: News brief

Equity wrap: GMD VN: 3Q 2023 earnings call note – Firm footing amid volatility

13/11/2023

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SSI Daily Call with Update on Vietnam Economy watch and FPT 3Q23 results

Market wrap: Indices shot up across the boards

Macro wrap: Vietnam Economy Watch: Jan-Oct’ 23 Trade Data

Equity wrap: FPT VN: 9M2023 Recap: Solid growth was mainly supported by Global IT segment

10/11/2023

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SSI Daily Call with Update on electricity price, HHV and FRT 3Q23 results

Market wrap: Indices shot up across the boards

Macro wrap: Update on electricity price

Equity wrap: HHV VN: 3Q23 earnings review

                       FRT VN: Earnings to recover in coming quarters

09/11/2023

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SSI Daily Call with Update on number of stock trading accounts, HSG and HDB 3Q23 results

Market wrap: Indices end the rally swiftly

Macro wrap: Update on number of stock trading accounts

Equity wrap: HSG VN: Yearly earnings have bottomed out in 2023

                       HDB VN: 3Q23 Business results

08/11/2023

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SSI Daily Call with Update on the hearing session in the National Assembly meeting and PVT 3Q23 results

Market wrap: Markets closed at intraday high on Financials gain

Macro wrap: Update on the hearing session in the National Assembly meeting

Equity wrap: PVT VN: 3Q 2023 earnings release – Sailing up the cycle

07/11/2023

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SSI Daily Call with Update on National Assembly and Government meetings and 3Q23 corporate earnings insights

Market wrap: Indices inched slightest on improved liquidity

Macro wrap: Update on National Assembly and Government meetings

Equity wrap: 3Q2023 Corporate Earnings Insights: Longer road to recovery

06/11/2023

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SSI Daily Call with Update on the National Assembly meeting and PTB 3Q23 results

Market wrap: Indices surges with most of the stocks near limit up

Macro wrap: Update on the National Assembly meeting

Equity wrap: PTB VN: 3Q23 earnings review

03/11/2023

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SSI Daily Call with Update on global minimum tax, SCS and PVD 3Q23 results

Market wrap: Indices closed intraday high amid brokers names surge

Macro wrap: Update on global minimum tax

Equity wrap: SCS VN: 3Q23 earnings review

                       PVD VN: 3Q23 earnings review

02/11/2023

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SSI Daily Call with Update on Vietnam October PMI, VNM and MWG 3Q23 results

Market wrap: Financials hold stronger ground amid good earnings report, indices down

Macro wrap: Update on Vietnam October PMI

Equity wrap: VNM VN: 3Q23 earnings flash update

                       MWG VN: Lower than expected 3Q23 results

01/11/2023

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SSI Daily Call with Update on inflation, Block B mega project and MSN

Market wrap: Downward momentum on weak liquidity signal a continuous downtrend

Macro wrap: Update on inflation

Equity wrap: Oil&Gas Sector Update – New developments of Block B Mega project

                       MSN VN: 3Q2023 earnings flash update

31/10/2023

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SSI Daily Call with Update on October macro data, SAB and HPG 3Q23 results

Market wrap: Roller coaster movement amid retails sentiment is being shake, liquidity muted

Macro wrap: Update on October macro data

Equity wrap: SAB VN: 3Q23 earnings results

                       HPG VN: HPG’s earnings continued to improve in 3Q23 due to improving sales volume and lower input cost

30/10/2023

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SSI Daily Call with Update on FDI inflows to Vietnam in October and FMC 3Q23 earnings results

Market wrap: Indices hammered, panic sells across the board

Macro wrap: Update on FDI inflows to Vietnam in October

Equity wrap: FMC VN: 3Q23 earnings results

27/10/2023

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