Daily Call

Market wrap: Indices surged on good sentiment

Macro wrap: News brief

Equity wrap: ACV VN: 2023 AGM and 1Q 2023 results note – Recovery in full motion

Market wrap: Indices hiked on upbeat sentiment

Macro wrap: News briefing

Equity wrap: HSG VN (Underperform; TP VND 14,300): 2Q23 Return to profitability, driven by reversal of inventory provisions

                       VEA VN: earnings results: Earnings growth to go into reverse

Market wrap: Liquidity down, retails trader remains cautious

Macro wrap: Vietnam Economy Watch April 2023 Trade Data

Equity wrap: MSN VN (Market Perform; TP VND 84,000): Weak demand and high cost to weigh on earnings

Market wrap: Indices arises amid rumour on policy rate cut

Macro wrap: Update on Jan-Apr 23 state budget

Equity wrap: PNJ VN: AGM Notes

Market wrap: Market mixing, all 1Q23 earnings released

Macro wrap: Update on government monthly cabinet meeting

Equity wrap: BMP VN: Record high earnings in 1Q23

Market wrap: Indices were hammered in line with global peers

Macro wrap: News briefing

Equity wrap: DGW VN (Market Perform; TP VND 32,300): AGM notes and 1Q23 results

Market wrap: Indices closed higher despite domestic ETFs rebalance

Macro wrap: Update for Vietnam macro data in April

Equity wrap: HT1 VN (Market Perform; TP VND 12,000): Poor cement consumption in 1Q23

Market wrap: Markets traded mix prior to domestic ETFs rebalance today

Macro wrap: Update on fiscal policy

Equity wrap: SAB VN (Market Perform; TP VND 198,500): 2023 AGM Notes

                       SCS VN: 1Q 2023 results – Down cycle in action

Market wrap: Markets surges in PM session, liquidity improved

Macro wrap: Update on Power Development Plan VIII

Equity wrap: PVD VN (Market Perform; TP VND 22,000): 2023 AGM flash note 

                      HPG VN (Market Perform; TP VND 19,800): Steel-price correction to weigh on near-term profit margin

Market wrap: Indices down amid long National holidays await

Macro wrap: Update on monetary policy

Equity wrap: TNH VN (Market Perform; TP VND 29,200): 1Q23 results: Higher profit, as patients pay more for care

                     VNM VN (Market Perform; TP VND 82,900): AGM notes: Expecting growth from Q2

Market wrap: Markets mixed with muted liquidity, all eyes on domestic ETF rebalance

Macro wrap: Update on Vietnam FDI: Resilient inflows

Equity wrap: DBD VN: 2023 AGM Notes

                       IMP VN: Upbeat 1Q2023 results

Market wrap: Indices weakened amid Realty tickers free fall

Macro wrap: Update on Revision to Circular 41

Equity wrap: DHG VN: Analyst meeting and AGM notes

                      PLC VN: State divestment on the cards between 2023-2024

Market wrap: Quiet day on the market, VN30F1m expired

Macro wrap: Update on the National Master Plan for 2021-2030

Equity wrap: QNS VN: 1Q23 prelim results

Market wrap: Liquidity inched up despite Financial drops, Bourses moved up slightly

Macro wrap: Update on SOE divestment

Equity wrap: TRA VN (Market Perform): 2023 AGM Notes

Market wrap: Main bourse manage to close green despite rock falling liquidity

Macro wrap: Update on the value added tax cut

Equity wrap: VNDiamond Index, HOSE Indexes 2Q23 review results