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Daily Call
Đấu giá mới nhất
Market Wrap: Market picked up positive momentum in the afternoon, driven by big caps
Macro Update: 1H24 macro update: Rolling recovery extended, with better-than-expected initial reading
Equity Research Update:
- VN30 Index and VNFIN Lead Index 3Q24 review estimates
- VND VN: AGM Update
01/07/2024
DownloadMarket Wrap: The market tumbled on last minutes pressure but still returned 10.3% in 1H24
Macro Update: Resilient FDI inflows propped up economic performance
Equity Research Update: PC1 VN (Outperform; TP VND 32,900): Growth through diversification
28/06/2024
DownloadMarket Wrap: Market trended sideway as investors stayed aloof anticipating OMO rate hike
Macro Update: Update on state-owned divestment and rail network updates
Equity Research Update:
- GMD VN (Market Perform; TP VND 77,000): 2024 AGM flash note
- BCM VN (Outperform; TP VND 84,700): Significant charter capital raising in 2024-2025
- FPT VN (Market Perform; TP VND 141,500): Long-term growth outlook with global AI and cooperation across ASEAN region
27/06/2024
DownloadMarket Wrap: Market edged up humbly, supported by Materials, IT and Shipping/Ports
Macro Update: Update on NA meeting and US DoT joint statement on CSPED
Equity Research Update: GVR VN (Market Perform; TP VND 36,100): Ever more profitable, rooted in the highest rubber price since 2022
26/06/2024
DownloadMarket Wrap: Market rebounded weakly on cautious market sentiment
Macro Update: Update on 1H24 macro preview; Underperforming BOT projects put on notice
Equity Research Update: MWG VN (Outperform; TP VND 65,700): 5M2024 result
25/06/2024
DownloadMarket Wrap: Market plunged hard as securities firms were rumoured to trim off margin for Jun-end reporting
Macro Update: Update on the NA meeting and exchange rate
Equity Research Update: MCH VN (Market Perform; TP VND 235,300): Power brands led by innovation
24/06/2024
DownloadMarket Wrap: Market rolled sideway with IT and Shipping/Ports as bright spots
Macro Update: Update on the Law on the Management of State Capital in Enterprises
Equity Research Update:
- PNJ VN (Outperform; TP VND 112,000): May results
- DPR VN (Outperform; TP VND 47,600): Update on Binh Phuoc province’s land use plan adjustment and impact on DPR
21/06/2024
DownloadMarket Wrap: The market was volatile on expiration date of June futures contract
Macro Update: Update on the state budget and trade data
Equity Research Update: PVS VN (Market Perform; TP VND 44,000): Analyst meeting and AGM flash note – Green in focus
20/06/2024
DownloadMarket Wrap: VN-Index continued sideway amid immense foreign sell
Macro Update: Update on credit growth and pilot scheme for commercial housing projects
Equity Research Update:
- KBC VN (Market Perform; TP VND 34,400): 2024 AGM note
- VHC VN (Outperform; TP VND 88,000): Upgrade to OUTPERFORM
19/06/2024
DownloadMarket Wrap: Market rebounded after yesterday’s slide on sideway trajectory
Macro Update: Update on VAT law
Equity Research Update: NLG VN (Market Perform; TP VND 43,000): 25% share transfer of Nam Long Dai Phuoc completed
18/06/2024
DownloadMarket Wrap: The correction extended on heavy foreign pressure
Macro Update: Update on the National Assembly meeting and legal agenda for 2024 and 2025
Equity Research Update:
- MarketVector Vietnam Index: 2Q 2024 review results
- VRE VN (Outperform; TP VND 29,500): New mall inauguration support VRE to grow in mall leasing business
17/06/2024
DownloadMarket Wrap: The VN-Index lost hold at 1300 pts threshold and dropped to intraday low
Macro Update: Update on the PPP regulation and gold market
Equity Research Update:
- GEX VN: Strong earnings growth in 1Q24 driven by industrial park segment and financial income
- NLG VN (Market perform; TP VND 43,000): Envisioning a substantial presales recovery from last year
14/06/2024
DownloadMarket Wrap: The VN-Index hovered around 1300 pts level, seeking reinforcement and reassurance
Macro Update: Drafts of Corporate Income Tax Law (CIT Law) and VAT cut package
Equity Research Update:
- Vietnam Aviation Sector Update: Flight time is now
- DCM VN (Market Perform; TP VND 38,700): AGM Note
13/06/2024
DownloadMacro Update: Update on inflation control meeting
Equity Research Update:
- iShares Frontier and Select EM ETF closing down
- Container shipping update: Global supply chain disruption escalates into high season
- VIB VN: EGM Note
12/06/2024
DownloadMarket Wrap: The market was dragged down by staggering foreign sells
Macro Update: Update on May trade data, NASC meeting
Equity Research Update: TNH VN (Outperform; TP VND 25,900): 1Q24 results and AGM documents
11/06/2024
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