Daily Call

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Daily Call
SSI Daily Equity Market Call with Update on money market and BMP 3Q24 earnings

Market Wrap: Market closed flat for the day upon several unsuccessful attempts to rally

Macro Update: Update on money market movement

Equity Research Update: BMP VN (Market Perform): Impressive sales recovery in 3Q24

18/10/2024

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SSI Daily Equity Market Call with Update on the exchange rate and GVR 9M24 prelim result

Market Wrap: Financial and Realty stocks led market’s afternoon turnaround

Macro Update: Update on the exchange rate

Equity Research Update: GVR VN (TP VND 36,100): Strong double digit profit growth driven by rubber price increased 35% YTD

17/10/2024

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SSI Daily Equity Market Call with Update on the progress of the draft Securities Law, FPT and DRC

Market Wrap: Market extended sideways trend with consumption stock on the rise

Macro Update: Update on the progress of the draft Securities Law

Equity Research Update:

•           FPT VN (Outperform; TP VND 153,100): [GS x SSI] 2024 VIETNAM CORPORATE DAY - Continuing double-digit growth outlook from the global IT segment

•           Update on antidumping tax by the US on truck, bus tires from Thailand

16/10/2024

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SSI Daily Equity Market Call with Update on the joint statement of Vietnam and China, MWG, FRT, DGW, PNJ and DPM

Market Wrap: Market closed on a low note, dragged down by Realties and Energy

Macro Update: Update on the joint statement of Vietnam and China

Equity Research Update:

•           MWG VN (Outperform; TP VND 76,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

•           FRT VN (Outperform; TP VND 211,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

•           PNJ VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

•           DGW VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

•           DPM VN (Market Perform): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

15/10/2024

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SSI Daily Equity Market Call with Update on Vietnam public debt, VHC and HPG

Market Wrap: Market lost steam over the day despite firm hikes of Vingroup and Rubber stocks

Macro Update: Update on Vietnam public debt

Equity Research Update:

•           VHC VN (Outperform; TP VND 88,000): monthly sales update

•           HPG VN (Outperform; TP VND 31,400): Earnings maintain strong growth in 3Q24

14/10/2024

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SSI Daily Equity Market Call with Update on EVN, the restructuring plans for 2 “zero dong” banks, banking sector and VHM

Market Wrap: Market managed to close on higher note with Realties in focus

Macro Update: Update on EVN, the restructuring plans for 2 “zero dong” banks

Equity Research Update:

  • Quick Update Banking Sector & Key takeaways from [GS x SSI] 2024 Vietnam Corporate Day: Turnaround Taking Place
  • VHM VN (Outperform; TP VND 55,400): 370 million shares buyback approved by SSC

11/10/2024

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SSI Daily Equity Market Call with Update on the National Assembly Standing Committee meeting, the 5G commercialization in Vietnam, PLX and HPG

Market Wrap: Market extended rally with IT and Consumer Staples in focus

Macro Update: Update on the National Assembly Standing Committee meeting

Equity Research Update:

  • Note on the 5G commercialization in Vietnam (CTR VN – Market perform; TP VND 135,000)
  • PLX VN (Market Perform; TP VND 48,000): Earnings in 3Q24 to be negatively affected by oil price decline
  • HPG VN (Outperform; TP VND 31,400): Encouraging volume growth in 3Q24

10/10/2024

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SSI Daily Equity Market Call with Update on FTSE Equity Country Classification annual announcement, KBC, NLG, VRE and VHM

Market Wrap: Market finally picked up positive momentum to reflect strong GDP and company earnings growth

Macro Update: Update on FTSE Equity Country Classification annual announcement

Equity Research Update:

Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

  • KBC VN (Outperform; TP VND 33,600)
  • NLG VN (Market Perform; TP VND 43,000)
  • VRE VN (Outperform; TP VND 25,200)
  • VHM VN (Outperform; TP VND 55,400)

09/10/2024

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SSI Daily Equity Market Call with Update on Non-prefunding solutions implementation, 3Q24 corporate earnings preview, GMD and PVT

Market Wrap: Market continued to roll sideways due to lack of driving catalyst

Macro Update: Update on NPS implementation

Equity Research Update:

  • 3Q24 corporate earnings preview
  • GMD VN (Market Perform; TP VND 84,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
  • PVT VN (Market Perform; TP VND 30,000): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

08/10/2024

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SSI Daily Equity Market Call with Update on monthly cabinet meeting, SCS and MSN

Market Wrap: Market rolled sideways on dried up liquidity

Macro Update: Resilient Recovery Afoot

Equity Research Update:

  • SCS VN (Outperform; TP VND 91,900): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
  • MSN VN (Outperform; TP VND 90,800): Takeaways from [GS x SSI] 2024 Vietnam Corporate Day

07/10/2024

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SSI Daily Equity Market Call with Update on the 2025 State budget plan, SBV’s circulars, PAN, Vinfast, IMP and Webinar Summary: “Gateway to Vietnam: China’s Stimulus – Flows and Fundamentals”

Market Wrap: Market closed at day low on muted trades

Macro Update: Update on the 2025 State Budget plan and SBV’s circulars

Equity Research Update:

  • IMP VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
  • PAN VN: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
  • VFS US: Takeaways from [GS x SSI] 2024 Vietnam Corporate Day
  • SSI Webinar Summary: “Gateway to Vietnam: China’s Stimulus – Flows and Fundamentals”

04/10/2024

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SSI Daily Equity Market Call with Update on industrial park related laws, BCM, VNM and STK

Market Wrap: Market dove after rash attempt at conquering 1300pts

Macro Update: Update on industrial park-related laws

Equity Research Update:

•           BCM VN (Outperform; TP VND 84,700): Strong profit growth driven by earnings from VSIP

•           VNM VN: GS takeaways

•           STK VN: GS takeaways

03/10/2024

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SSI Daily Equity Market Call with Update on 3Q34 macro data preview and AST

Market Wrap: Traded volume lowered on further price consolidation

Macro Update: Q3 2024 macro data preview

Equity Research Update: AST VN: 1H24 earning results

02/10/2024

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SSI Daily Equity Market Call with Update on Sept PMI and Vinfast's 2Q24 business results

Market Wrap: The VNIndex surpassed 1300pts before cooling off to slightly lower level

Macro Update: Update on Sept PMI

Equity Research Update: Vinfast: Adopting a more prudent approach

01/10/2024

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SSI Daily Equity Market Call with Update on the SBV’s circular proposal on the debt restructure for Yagi-impacted borrowers and DGC

Market Wrap: Market slightly corrected on retreated volume followed 2 weeks of rally

Macro Update: Update on the SBV’s circular proposal on the debt restructure for Yagi-impacted borrowers

Equity Research Update: DGC VN (Outperform; TP VND 137,000): Back to growth from 2H24

30/09/2024

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