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Market Wrap: Rebound failed, the VNIndex recorded the 4th consecutive session of vertical drop
Macro Update: Thoughts on reciprocal tariff pause
Equity Research Update: MWG VN: AGM documents
10/04/2025
DownloadMacro Update: Update on FTSE Russell interim country classification review
Equity Research Update: SAB VN: AGM documents
09/04/2025
DownloadMacro Update: Update on Q1 GDP and tariffs
Equity Research Update: PNJ VN (BUY; TP VND 97,500): AGM documents: Decelerating earnings growth guidance for 2025
08/04/2025
DownloadMacro Update: News Briefing
Equity Research Update: Update on Reciprocal tariffs and impact on different sectors
04/04/2025
DownloadMacro Update: Tariffs-as-a-Tactic: Bad News is Good News
Equity Research Update: REE VN (Market Perform; TP VND 80,000): 2025 AGM: Conservative 2025 guidance, with long-term ambitious business expansion plan
03/04/2025
DownloadMacro Update: Update on USTR National Trade Estimate
Equity Research Update:
• DGC VN: AGM: Conservative 2025 guidance
• Steel sector update: MoIT announcement of preliminary AD duty for galvanized steel from China and South Korea (AD19)
02/04/2025
DownloadMarket Wrap: Correction continued ahead of US reciprocal tariffs
Macro Update: Thoughts on Q1 GDP and investment
Equity Research Update: VNM VN (Outperform; TP VND 71,500): AGM documents
01/04/2025
DownloadMarket Wrap: Pessimistic Sentiment Prevails as VN-Index Struggles
Macro Update: Update on the Plan to Establish an International Financial Center in Vietnam
Equity Research Update: VIB VN (Market Perform; TP VND 21,100): 2025 AGM notes
31/03/2025
DownloadMarket Wrap: The market decreased slightly with weaker sentiments
Macro Update: News Briefing
Equity Research Update: BWE VN: 2025 AGM Notes: Driving M&A Growth in the clean water sector
27/03/2025
DownloadMarket Wrap: Tug-of-war between buyers and sellers temporarily ended with market decline
Macro Update: Update on Non-Tariff Measures
Equity Research Update: HPG VN (BUY; TP VND 33,500): 2025 business plan
26/03/2025
DownloadMacro Update: Update on tariff risk
Equity Research Update: ACB VN (Outperform; TP VND 30,800): AGM documents
25/03/2025
DownloadMarket Wrap: The VNIndex took off after reaching new balanced level
Macro Update: Consumption Boost
Equity Research Update: FPT VN (Outperform; TP VND 156,300): AGM documents note: Double-digit growth targeted for 2025, with an ambitious 2025-2027 development strategy
24/03/2025
DownloadMarket Wrap: Market is in search of new equilibrium amid correction pressure
Macro Update: News Briefing
Equity Research Update:
• MWG VN (BUY TP VND 73,000): 2M25 results: Early signs of recovery in the mobile phone sales
• NLG VN: Right issuance plan approval
21/03/2025
DownloadMarket Wrap: Despite correction pressure, market was driven to recovery by Financial stocks
Macro Update: Update on Property Sector
Equity Research Update: VHC VN: 2M25 Results Flash Note
20/03/2025
DownloadMacro Update: Tariff Thoughts
Equity Research Update: HSG VN (Market Perform; TP VND 18,000): 2025 AGM Flash Note: A tough year ahead
19/03/2025
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