Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on MSCI proposal and PVS
Market Wrap: Trump’s statement on US not producing sneakers and T-shirts drove up the local market
Macro Update: MSCI Finalizes Enhancements to Market Classification Framework
Equity Research Update: PVS VN (Outperform; TP VND 33,000): Analyst Meeting note – Margin Pressure, but Bright Top-line Prospects

27/05/2025

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SSI Daily Equity Market Call with Update on government meetings and MWG
Market Wrap: The market posted a modest gain amid correction pressure
Macro Update: Update on government meetings
Equity Research Update: MWG VN (Outperform; TP VND 74,000): Analyst meeting note

26/05/2025

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SSI Daily Equity Market Call with Update on IFC initiatives and VCB
Market Wrap: VIC lost footing, market corrected
Macro Update: Update on the International Financial Center Initiative
Equity Research Update: VCB VN (Outperform; TP VND 69,000): 1Q25 AM: Challenged but Central

23/05/2025

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SSI Daily Equity Market Call with Update on Resolution 68 and consumer sector
Market Wrap: Market sustained upward momentum, supported by foreign buys
Macro Update: Resolution 68 in Action
Equity Research Update: Consumer Sector Update:  Some interesting trends

22/05/2025

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SSI Daily Equity Market Call with Update on trade and VPB
Market Wrap: Rise from correction, market was boosted by progress on trade negotiation and Vingroup stocks
Macro Update: Update on Trade Negotiation & Performance
Equity Research Update: VPB VN (Outperform; TP VND 21,000): Guarded Growth

21/05/2025

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SSI Daily Equity Market Call with Update on market upgrade, FPT and SAB
Market Wrap: Market corrected for the 2nd day but with the VNIndex supported by Vingroup stocks
Macro Update: Update on new developments in market upgrade
Equity Research Update:
•           FPT VN (Market Perform; TP VND 122,500): April earnings pressured by global macro headwinds
•           SAB VN (Outperform; TP VND 58,000): Not so smooth

20/05/2025

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SSI Daily Equity Market Call with Update on Resolution 68 and BCM

Market Wrap: Foreign inflows ceased and market corrected
Macro Update: Advancing Private Sector Development through Strategic Resolutions
Equity Research Update: BCM VN: Modest profit growth outlook amid tariff  concerns impacting leasing demand

19/05/2025

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SSI Daily Equity Market Call with Update on Government Meeting and STB
Market Wrap: Market exerted resilience under profit-taking pressure
Macro Update: Key Takeaways from Recent Government Meetings
Equity Research Update: STB VN: Old but Gold

16/05/2025

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SSI Daily Equity Market Call with Update on trade, crypto asset regulation and DGW
Market Wrap: Foreign influx shoved up the market on liquidity spike
Macro Update: Update on Trade and Crypto Asset Regulatory Developments in Vietnam
Equity Research Update: DGW VN (Market Perform; TP VND 38,000): Q1 2025 Earnings Reflect Mixed Performance

15/05/2025

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SSI Daily Equity Market Call with Update on Public Investment and KBC

Market Wrap: Positive progress on global trade negotiation front pushed up the local market

Macro Update: Update on the National Assembly Meeting

Equity Research Update: KBC VN (BUY; TP VND 37,500): Update on the groundbreaking of Trang Due 3 Industrial Park

14/05/2025

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SSI Daily Equity Market Call with Update on Tariff and HPG
Market Wrap: Positive progress on global trade negotiation front pushed up the local market
Macro Update: Update on Tariff De-escalation
Equity Research Update: HPG VN (BUY; TP VND 33,500): Update on Dung Quat 1 blast furnace incident

13/05/2025

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SSI Daily Equity Market Call with Update on Private Sector Promotion and VPL
Market Wrap: Foreign influx drove market to day’s highest and excited locals
Macro Update: Update on Private Sector Promotion
Equity Research Update: VPL VN: Listing Report Summary

12/05/2025

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SSI Daily Equity Market Call with Update on Reciprocal Tariff Negotiation, MSN and CTR
Market Wrap: Foreign influx drove market to day’s highest and excited locals
Macro Update: Update on Reciprocal Tariff Negotiation
Equity Research Update:
•           MSN VN: AGM and 1Q25 results
•           CTR VN (Outperform; TP VND 102,400): In-line 1Q25 earnings, long-term resilient growth target

09/05/2025

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SSI Daily Equity Market Call with Update on electricity price and VPL
Market Wrap: Realties drove the market on strong foreign buys
Macro Update: Update on electricity price
Equity Research Update: Vinpearl JSC (VPL): Listing Approved

08/05/2025

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SSI Daily Equity Market Call with Update on growth support and HDB
Market Wrap: YTD underperformed sectors rebounded
Macro Update: Thoughts on growth target
Equity Research Update: HDB VN (Outperform; TP VND 25,000): 1Q25 Business Results

07/05/2025

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