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Daily Call
Đấu giá mới nhất
Macro Update: Update on Private Sector Promotion
Equity Research Update: VPL VN: Listing Report Summary
12/05/2025
DownloadMacro Update: Update on Reciprocal Tariff Negotiation
Equity Research Update:
• MSN VN: AGM and 1Q25 results
• CTR VN (Outperform; TP VND 102,400): In-line 1Q25 earnings, long-term resilient growth target
09/05/2025
DownloadMacro Update: Update on electricity price
Equity Research Update: Vinpearl JSC (VPL): Listing Approved
08/05/2025
DownloadMacro Update: Thoughts on growth target
Equity Research Update: HDB VN (Outperform; TP VND 25,000): 1Q25 Business Results
07/05/2025
DownloadMacro Update: Update on Vietnam’s April macro data
Equity Research Update: SAB VN (Outperform; TP VND 58,000): 1Q25 Results Flash Note
06/05/2025
DownloadMacro Update: Update on the National Assembly Meeting
Equity Research Update:
• POW VN (Market Perform; TP VND 12,200): Future investment and operational focus and 1Q25 results
• REE VN (Outperform; TP VND 80,000): 1Q25 results in-line with our expectations, driven by hydropower portfolio
05/05/2025
DownloadMacro Update: Update on tariff, KRX, PDP VIII
Equity Research Update: HDG VN (BUY; TP VND 30,700): 2025 AGM: Ambitious earnings guidance for 2025
29/04/2025
DownloadMacro Update: Update on changes in the new trading system (KRX)
Equity Research Update: GMD VN (Outperform; TP VND 58,800): 1Q 2025 result
28/04/2025
DownloadMacro Update: Legislation update
Equity Research Update:
• BMP VN (Market Perform; TP VND 145,000): AGM: Positive 2025 earnings outlook is already priced in shares
• TCB VN (Outperform; TP VND 31,400): 1Q25 business results
25/04/2025
DownloadMacro Update: Update on Vietnam-US trade negotiation
Equity Research Update:
Vietnam Power Sector Update: Revised Power Development Plan VIII: Powering ahead for a double-digit and sustainable growth
24/04/2025
DownloadFPT VN (Outperform; TP VND 129,600): 1Q25 results: APAC and Americas single-digit growth weighed on global IT revenue
23/04/2025
DownloadMacro Update: Update on National Housing Development Fund
Equity Research Update: DBC VN: AGM Flash note
22/04/2025
DownloadMacro Update: Foreign Trade and Domestic Growth Initiatives
Equity Research Update: TCM VN: AGM Flash note
21/04/2025
DownloadDPM VN: 2025 AGM Note
18/04/2025
DownloadMacro Update: Key Takeaways from the Party’s National Conference
Equity Research Update:
• FPT VN (Outperform; TP VND 129,600): Reaffirms 2025 guidance amid global uncertainties
• VN30 Index 2Q25 review results
17/04/2025
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