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Daily Call
Đấu giá mới nhất
Market Wrap: Market rolled sideways as stocks diverged
Macro Update: Update on money market, government streamlining plan
Equity Research Update: VHM VN (Outperform; TP VND 47,400): Vingroup Cooperation Agreement amended, prompting VHM to launch their own development projects
17/12/2024
DownloadMarket Wrap: Market on stand-still mode despite resurgence of Consumer Discretionary and Staple stocks
Macro Update: Update on Vietnam’s semiconductor sector
Equity Research Update:
• Marketvector Vietnam Index: 4Q2024 review results
• PNJ VN (BUY; TP VND 117,000): November results
16/12/2024
DownloadMarket Wrap: The market extended its losing streak
Macro Update: Update on public investment and ISF decree
Equity Research Update: MCH VN: Maintaining robust double-digit net profit growth
13/12/2024
DownloadMarket Wrap: Market dipped slightly for 3 consecutive sessions on progressively shrinking liquidity
Macro Update: Update on the modification of Decree 155/2020
Equity Research Update: FRT VN: 3Q24 earnings: Impressive earnings despite aggressive new openings
12/12/2024
DownloadMarket Wrap: Market showed resilience on mild dipping
Macro Update: Update on Nov. trade data
Equity Research Update:
• HSG VN (Market Perform; TP VND 20,000): Positive earnings outlook in 2025FY priced in
• VTP VN: Viettel Logistic Park Lang Son Opening Ceremony – Key takeaways
11/12/2024
DownloadMarket Wrap: Market showed resilience on minute correction
Macro Update: Update on the NASC meeting and SBV’s circular proposal on debt restructuring for Yagi-impacted borrowers
Equity Research Update: PVD VN: New rig investment to support growth
10/12/2024
DownloadMarket Wrap: Market showed resilience with 3rd consecutive gaining session
Macro Update: Update on the monthly cabinet meeting
Equity Research Update:
• FTSE Vietnam Index: 4Q 2024 review results
• BSR VN (Market Perform; TP VND 22,000): Listing transfer to be supportive catalyst in the short term
09/12/2024
DownloadMarket Wrap: Market extended rally on lingering excitement of market upgrade potential
Macro Update: Update on Nov. macro data
Equity Research Update: PNJ VN (BUY; TP VND 117,000): Growth back in the driver’s seat in 4Q24
06/12/2024
DownloadMarket Wrap: Swift upturn led by Securities stocks attracted significant inflows
Macro Update: Update on Jan-Nov ‘24 Vietnam FDI
Equity Research Update:
• Update on the Non-prefunding solution (NPS): 1-month review
• VinFast Auto Ltd (NASDAQ: VFS): 3Q24 results update
05/12/2024
DownloadMarket Wrap: The VNIndex finally corrected after a 50pts gain
Macro Update: Update on the South-Korea Vietnam economic relation
Equity Research Update: Vietnam Electricity Sector Update: The amended Electricity Law got approved
04/12/2024
DownloadMarket Wrap: Market rolled sideways with flows focused on Tech, Healthcare and Insurance
Macro Update: Update on the money market
Equity Research Update:
• Vietnam ETFs 4Q24 review estimates
• CTD VN (Outperform; TP VND 77,100): Q1FY25 earnings: The new fiscal year has started off smoothly
03/12/2024
DownloadMarket Wrap: Construction, Insurance and Healthcare supported the VNIndex above the 1250pts level
Macro Update: Update on PMI, the National Assembly meeting resolution and government-level resizing plan
Equity Research Update:
- VTP VN: Launching New Logistics Park
- VEA VN (BUY; TP VND 48,000): Upgrade on price weakness
02/12/2024
DownloadMarket Wrap: The market increased higher on improved sentiment
Macro Update: Update on the National Assembly meeting
Equity Research Update:
• Banking Sector update
• KDH VN (BUY; TP VND 41,500): The Privia has begun the handover phase, indicating strong earnings growth for 4Q24
• FPT VN (BUY; TP VND 186,300): FPT AI Factory as the new growth driver in 2025
29/11/2024
DownloadMarket Wrap: Market fell flat on accelerated selling pressure
Macro Update: Update on de mininis rule and credit growth
Equity Research Update:
• GMD VN (Market Perform; TP VND 71,500): 3Q 2024 earnings update and discussion on Trump 2.0 impact
• PLX VN (Outperform; TP VND 44,000): Earnings to recover from bottom level in 3Q24
28/11/2024
DownloadMarket Wrap: Indexes closed flat and slightly below despite stronger foreign net buys
Macro Update: Update on China plus one theme
Equity Research Update: MWG VN (BUY; TP VND 77,000): Pullback in 3Q24 earnings, but growth to continue
27/11/2024
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