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Daily Call
Đấu giá mới nhất
Market 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
DownloadMarket Wrap: Return of foreign buys and improvement in sentiment supported further market rebound
Macro Update: Update on the draft Law on Personal Income Tax (PIT Law)
Equity Research Update:
• MSN VN (Outperform; TP VND 86,500): High case earnings target is within reach
26/11/2024
DownloadMarket Wrap: Market extended rebound as foreign sells subsided
Macro Update: Update on the Party Central Committee meeting and the NA meeting agenda
Equity Research Update:
• PNJ VN: October results
• HT1 VN (Market Perform; TP VND 12,000): Expecting higher demand growth during 2025
• CTG VN (BUY; TP VND 44,200): Shifting gears in profit growth
25/11/2024
DownloadMarket Wrap: Market was well supported on eased foreign sells and improved inflows
Macro Update: Update on the National Assembly meeting and money market movement
Equity Research Update:
• HDG VN (Outperform; TP VND 33,100): The electricity segment as the main driver for higher-than-expected 3Q24 results
• DGW VN (Market Perform; TP VND 41,300): Recovery on the way, but valuation looks full
22/11/2024
DownloadMarket Wrap: Market swooped up gains in the afternoon despite an uncertain morning
Macro Update: Update on a draft circular on banks' CAR calculation, the pilot resolution for commercial housing projects
Equity Research Update:
• Vietnam Fertilizer Sector Update: Change in VAT rule for fertilizer producers
• POW VN (Market Perform; TP VND 12,600): Nhon Trach 3&4 LNG-fired project to commence operation during 2025
21/11/2024
DownloadMarket Wrap: Market rebounded strongly from below 1200pts level despite fierce foreign dumping
Macro Update: Update on the trade data
Equity Research Update:
• NLG VN (Market Perform; TP VND 43,000): Approval of Revised 1/10,000 Master Plan for Bien Hoa City
• KBC VN (Outperform; TP VND 33,600): Patiently waiting to overcome the legal hurdles
20/11/2024
DownloadMarket Wrap: Prolonged aggressive foreign sells weighed down on a distress market
Macro Update: Update on Securities Law and money market movement
Equity Research Update: ACB VN (BUY; TP VND 31,100): Strength lies in difference
19/11/2024
DownloadMarket Wrap: Market recovered from low dip thanks to bottom-fishing forces
Macro Update: Update on VAT cut package and exchange rate forecast
Equity Research Update: CTR VN (Market Perform; TP VND 139,700): 5G commercialization paves the way for a new cycle
18/11/2024
DownloadMarket Wrap: The VNIndex pierced 1220pts level on dimmed short-term outlook
Macro Update: Update on money market
Equity Research Update: TNH VN (Market Perform; TP VND 23,000): Disappointing Q3, tempering expectations
15/11/2024
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