Daily Call
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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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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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