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Daily Call
Đấu giá mới nhất
Market Wrap: Market continued to hike on moderately low volume
Macro Update: Update on MoF monthly meeting
Equity Research Update:
- SZC VN (Outperform; TP VND 43,200): More MOUs during 1H24
- FPT VN (Outperform; TP VND 142,800): 1H2024 Analyst Meeting: FPT targets AI Factory to start realizing revenue from 2025
- STK VN (Market Perform; TP VND 26,300): 2Q24 Analyst meeting: Bumpy road to recovery
- SAB VN (Market Perform; TP VND 61,000): Market share gains amidst sector slowdown
12/08/2024
DownloadMarket Wrap: The local market kicked off in the afternoon with the VN-Index surging to day’s highest and ended the week on a high note.
Macro Update: Update on July trade data
Equity Research Update:
- NT2 VN (BUY; TP VND 24,700): Volume recovery from H2 2024 to support earnings turnaround
- FMC VN (Outperform; TP VND 55,400): Solid gross margin improvement
- ACV VN (BUY; TP VND 136,000): 2Q 2024 result update and comments on recent Yen movement
09/08/2024
DownloadMarket Wrap: The market made feeble attempt to break north but weak sentiment weighed the market down again
Macro Update: Update on infrastructure and the draft law amending several laws
Equity Research Update:
- Textile and garment updates
- KBC VN (Outperform; TP VND 33,600): Successful private placement vital to get legal approvals for large projects
08/08/2024
DownloadMarket Wrap: The local market struggled in a tug-of-war with the VN-Index leaping in the morning, dipping by mid-day and then bouncing back up to close at day’s high.
Macro Update: Update on tax-related laws
Equity Research Update:
- SZC VN: More MOU signed during 1H24
- VHM VN (Outperform; TP VND 69,400): 370 million shares buyback
07/08/2024
DownloadMarket Wrap: Gathering steams in the morning, the VNIndex picked up strong upward momentum in the afternoon
Macro Update: Update on monetary policies
Equity Research Update:
- VNM VN (Outperform; TP VND 82,000): All-time high quarterly revenue
- HAH VN (Outperform; TP VND 47,000): 2Q24 updates: Matching expectations
06/08/2024
DownloadMarket Wrap: Threatened by horrific performance of global stock markets, the Vietnam stock market was plunged in deep red
Macro Update: Update on monthly cabinet meeting and market economy
Equity Research Update: 2Q24 Banking Sector results: MEH…
05/08/2024
DownloadMarket Wrap: Another volatile day in Vietnam market
Macro Update: Update on electricity price and market economy status
Equity Research Update:
- VEA VN (Outperform; TP VND 46,500): 2Q24 results
- GMD VN (Market Perform; TP VND 77,000): 2Q 2024 results flash note: Continuing on core growth
02/08/2024
DownloadMarket Wrap: The VN-Index topped over and sank down to day’s low
Macro Update: Update on July PMI and circular proposal on fund operations
Equity Research Update:
- BSR VN (Market Perform; TP VND 23,000): Notable progress towards HOSE listing
- HPG VN: 2Q24 update
01/08/2024
DownloadMarket Wrap: Drained by low liquidity due to exhausting sells and humble buys, the market finally picked up momentum and headed north.
Macro Update: Update on rooftop solar power, pilot plan for offshore wind power
Equity Research Update:
- POW VN (TP VND 13,900): 2Q24 results slightly beat our expectations despite lower-than-expected volume
- HSG VN (Market Perform; TP VND 24,500): Earnings growth can normalize due to high base effect
- VNM VN: 2Q24 results
31/07/2024
DownloadMarket Wrap: The VN-Index crawled sideways and took a sudden plunge in the afternoon before recovering
Macro Update: Update on Jan-Jul ‘24 public investment
Equity Research Update:
- HSG VN: 3QFY24 earnings update
- HAH VN (Outperform; TP VND 47,000): 2Q24 updates: Matching expectations
- BID VN: 2Q24 update
30/07/2024
DownloadMarket Wrap: Market felt weak despite the VN-Index hovering on ‘green territory’ throughout the trading day
Macro Update: Quick update on July macro data
Equity Research Update:
- DBD VN: 2Q24 results Update
- VHC VN: 2Q24 results Update
29/07/2024
DownloadMarket Wrap: Market recorded stronger rebound at close, ending the week on a high note
Macro Update: Update on Jan-Jul ‘24 FDI flows
Equity Research Update:
- PAN VN: 2Q24 results update
- DPR VN (Outperform; TP VND 47,600): Triple digit net income growth driven by increase in natural rubber and compensation income
- SAB VN (Market Perform; TP VND 61,200): 2Q24 results update
26/07/2024
DownloadMarket Wrap: The local market spiralled downward, following US market’s footsteps, on muted liquidity
Macro Update: Update a law amending several laws & market economy status
Equity Research Update: PNJ VN (Outperform; TP VND 112,000): 2Q24 results update
25/07/2024
DownloadMarket Wrap: Overwhelmed by selling pressure in the morning, buying forces started to pick up in the afternoon
Macro Update: Update on the IPO in the pipeline
Equity Research Update:
• ACB VN: A beat in 2Q24
• NT2 VN (Outperform; TP VND 23,200): H1 2024 business results
24/07/2024
DownloadMarket Wrap: The market essentially stood still in the morning, however selling pressure intensified in the afternoon and sent the VN-Index in a painful plunge
Macro Update: Update of SBV meeting on banking industry
Equity Research Update: IMP VN: 2Q24 results update
23/07/2024
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