Daily Call

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Daily Call
SSI Daily Call with Update on the 2024 Budget and Brokerage sector 2024 outlook
Market wrap: Indices inched up on foreign huge net selling, liquidity moderate
Macro wrap: Update on the 2024 Budget
Equity wrap: Vietnam Brokerage sector 2024 outlook: Forward momentum

07/02/2024

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SSI Daily Call with Update on the Decree on land valuation and Insurance sector 2024 outlook
Market wrap: Banking names lead the rally with many names closed near limit up price
Macro wrap: Update on the Decree on land valuation
Equity wrap: Insurance sector 2024 outlook

06/02/2024

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SSI Daily Call with Update on new Decree on hi-tech industrial park and DGW 4Q23 earnings result
Market wrap: Liquidity surged amid domestic ETFs rebalancing
Macro wrap: Legislation briefing
Equity wrap: DGW VN: 4Q23 earnings results

05/02/2024

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SSI Daily Call with Update on the monthly cabinet meeting and SCS
Market wrap: Mid cap stocks shine like diamonds, liquidity still dimmed
Macro wrap: Update on the monthly cabinet meeting
Equity wrap: SCS VN: 4Q 2023 Earnings Results - Landing the big-name contract provides room for growth.

02/02/2024

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SSI Daily Call with Update on Circular 22/2023/TT-NHNN on the CAR calculation, CTR and VCB 4Q23 earnings results
Market wrap: Indices dimmed on booming liquidity and rumors
Macro wrap: Update on the Circular 22/2023 on CAR calculation and Progress on Vietnam market economy status
Equity wrap: CTR VN: 4Q23 earnings results
                     VCB VN (Outperform): 4Q23 earnings results

 

01/02/2024

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SSI Daily Call with Update on Vietnam rail link to China and SZC, VNM 4Q23 earnings results
Market wrap: Midcap stocks shined, VN3F1M volume at 4y low
Macro wrap: Update on Vietnam rail link to China
Equity wrap: SZC VN (Market Perform; TP VND 37,600): Double-digit growth in NPAT for 4Q23, rising from low base
                     VNM VN (Outperform; TP VND 87,600): 4Q23 earnings growth to be highest since 4Q18

31/01/2024

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SSI Daily Call with Update on January macro data and NLG 4Q23 earnings result
Market wrap: Indices mixing on GSO number released
Macro wrap: January Macro update
Equity wrap: NLG VN (Outperform): 4Q23 earnings result

30/01/2024

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SSI Daily Call with Update on FDI and DCM 4Q23 earnings result
Market wrap: Markets inched up, here and there surges in midcap universe
Macro wrap: Update on FDI
Equity wrap: DCM VN (Outperform; TP VND 33,500): 4Q23 earnings result

29/01/2024

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SSI Daily Call with Update on Vietnam emerging market upgrade progress and Construction stone sector 2024 outlook
Market wrap: Markets inched down, liquidity sank
Macro wrap: The final stretch, as Vietnam approaches ever closer towards upgrade to emerging market
Equity wrap: Construction Stone sector 2024 outlook: Demand is expected to increase from 2H24

26/01/2024

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SSI Daily Call with Update on the corporate bond market and VHC 4Q23 earnings result
Market wrap: Markets fluctuate on banking names mixing, Brokers shined
Macro wrap: Update on the corporate bond market
Equity wrap: VHC VN (Market Perform; TP VND 64,500): 4Q23 results: Weaker-than-expected earnings due to deteriorated ASP and low volume

25/01/2024

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SSI Daily Call with Update on the inflation control meeting and IMP 4Q23 earnings result
Market wrap: Market slid on moderate liquidity and banking names
Macro wrap: Update on the inflation control meeting
Equity wrap: IMP VN (Outperform; TP VND 76,000): 4Q23 results within expectations 

24/01/2024

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SSI Daily Call with update on exchange rate and HPG 4Q23 earnings result
Market wrap: Bank mixing, liquidity surged
Macro wrap: Update on exchange rate
Equity wrap: HPG VN (Outperform; TP VND 30,000): 4Q23 earnings results exceeded expectations

23/01/2024

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SSI Daily Call with Update on Seaport & Logistics sector 2024 outlook and FPT 2023 prelim results

Market wrap: SOE Banks names lift the indices further
Macro wrap: News briefing
Equity wrap: Seaport & Logistics sector 2024 outlook: Inventory restocking and geopolitical tension as key catalysts
                     FPT VN (Outperform; TP VND 109,200): 2023 preliminary results were within our expectations

 

22/01/2024

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SSI Daily Call with Update on the newly-approved Land Laws and MWG
Market wrap: Liqudity dropped further despite VN30F1M expiry
Macro wrap: Update on the newly-approved Land Laws
Equity wrap: MWG VN: Extraordinary information disclosure

19/01/2024

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SSI Daily Call with Update on the National Assembly meeting and Cement sector 2024 outlook
Market wrap: Indices mixing on Financials dimmed
Macro wrap: Update on the National Assembly meeting
Equity wrap: Vietnam Cement Sector 2024 Outlook: Valuations ahead business rebound

18/01/2024

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