Vi
En
简体中文
日本語
'%2F><path%20id%3D'Path_249'%20data-name%3D'Path%20249'%20class%3D'cls-1'%20d%3D'M109.655%2C40h-12.9c-.417%2C0-.759.225-.759.5s.341.5.759.5h12.9c.417%2C0%2C.759-.225.759-.5S110.072%2C40%2C109.655%2C40Z'%20transform%3D'translate(-90.407%20-36.388)'%2F><path%20id%3D'Path_250'%20data-name%3D'Path%20250'%20class%3D'cls-1'%20d%3D'M55.836%2C72h-15.2a.514.514%2C0%2C1%2C0%2C0%2C1h15.2a.514.514%2C0%2C1%2C0%2C0-1Z'%20transform%3D'translate(-36.207%20-65.498)'%2F><path%20id%3D'Path_251'%20data-name%3D'Path%20251'%20class%3D'cls-1'%20d%3D'M211.034%2C104h-2.276c-.417%2C0-.759.225-.759.5s.341.5.759.5h2.276c.417%2C0%2C.759-.225.759-.5S211.452%2C104%2C211.034%2C104Z'%20transform%3D'translate(-191.648%20-94.608)'%2F><path%20id%3D'Path_252'%20data-name%3D'Path%20252'%20class%3D'cls-1'%20d%3D'M40.759%2C105h12.9c.417%2C0%2C.759-.225.759-.5s-.341-.5-.759-.5h-12.9c-.417%2C0-.759.225-.759.5S40.341%2C105%2C40.759%2C105Z'%20transform%3D'translate(-35.952%20-94.608)'%2F><path%20id%3D'Path_253'%20data-name%3D'Path%20253'%20class%3D'cls-1'%20d%3D'M55.836%2C136h-15.2a.536.536%2C0%2C1%2C0%2C0%2C1.055h15.2a.536.536%2C0%2C1%2C0%2C0-1.055Z'%20transform%3D'translate(-36.207%20-123.279)'%2F><%2Fsvg>)
Daily Call
Đấu giá mới nhất
- SAB VN (Market Perform; TP VND 65,400): Early signs of recovery
- PLX VN (Market Perform; TP VND 40,800): Strong 1Q24 earnings growth in line with expectation
- KBC VN (Market Perform; TP VND 34,400): Pile of cash amassed from R.E. deposits spells further investment in current projects
- BCM VN (Outperform; TP VND 84,700): Quick update
20/05/2024
DownloadMacro Update: Update on May inflation and government meeting on monetary and fiscal policy
Equity Research Update:
- MSN VN (TP VND 84,800): Update on recent developments
- Update on antidumping tax by the US on truck/bus tires from Thailand and DRC
- MSB VN (Market Perform; TP VND 16,200): Higher provisions hinder earnings growth
17/05/2024
DownloadMarket Wrap: Banks gained momentum and extended market rally
Macro Update: Update on the Party’s central committee meeting and gold market
Equity Research Update:
- MSB VN: 1Q24 business results
- KDH VN (Outperform; TP VND 41,300): Increasing investment in large projects to prepare for long term growth
16/05/2024
DownloadMacro Update: Update on the May National Assembly meeting and gold market
Equity Research Update:
Vietnam potential upgrade to market economy status and impacts on exporters
CTR VN (Market Perform; TP VND 133,200): 4M24 preliminary results
TNG VN (Outperform; TP VND 23,500): 1Q24 results updates
IDC VN (Market Perform; TP VND 62,300): MOUs value is the highest within 10 years
15/05/2024
DownloadMacro Update: Update on FX and gold sales
Equity Research Update:
MWG VN (Outperform; TP VND 65,800): Analyst meeting
BMP VN (Market Perform; TP VND 122,000): High cash dividends
14/05/2024
DownloadMarket Wrap: Market was well-supported despite profit-realization activities and aggressive foreign sells
Macro Update: Update on the NASC meeting and trade data
Equity Research Update: KDH VN: 1Q24 results: stayed low with some units recognized in The Classia project
13/05/2024
DownloadMacro Update: Update on draft decree proposal of the Investment Support Fund
Equity Research Update: VNM VN (Outperform; TP VND 82,000): AM Note
10/05/2024
DownloadMacro Update: Update on the progress to market economy and exchange rate
Equity Research Update:
1Q2024 Corporate Earnings Insights: Overcome the most difficult times
VHC VN (Market Perform; TP VND 78,500): prelim 1Q24 results
FMC VN (Outperform; TP VND 55,800): 1Q24 results
CTR VN (Market Perform; TP VND 133,200): Greater cash dividends might result in the significant change of capital structure
09/05/2024
DownloadMacro Update: Update on FDI inflows and gold auction
Equity Research Update:
HPG VN (BUY; TP VND 34,500): Impressive sales volume in Apr
PVT VN (Outperform; TP VND 30,000): 1Q2024 results and AGM update
08/05/2024
DownloadMacro Update: Update on domestic gold price and state revenue
Equity Research Update:
PLX VN (Outperform; TP VND 40,800): Strong earnings growth in 1Q24 in line with our expectation
VTP VN: 1Q 2024 results and AGM quick note
NT2 VN: 1Q24 results are broadly in line with our expecation
07/05/2024
DownloadMacro Update: Update on monthly cabinet meeting
Equity Research Update:
MBB VN: Meeting note
MWG VN (Outperform; TP VND 65,800): Upbeat 1Q24 results
BCM VN (Outperform; TP VND 84,700): PAT grew by double digits due to recognition of resettlement projects
06/05/2024
DownloadMacro Update: Update on the money market movement and gold market
Equity Research Update:
MSN VN (TP VND 84,800): 2024 AGM takeaways and 1Q24 earnings results
MWG VN: Upbeat 1Q24 results
NKG VN (Market Perform; TP VND 23,000): Ambitious expansion plans in store for 2024-2025
HT1 VN (Market Perform; TP VND 11,600): Earnings may have hit trough in 1Q24
03/05/2024
DownloadMacro Update: Update on Jan-Apr macro data
Equity Research Update:
1Q24 Banking sector results
IDC VN (Outperform): Robust 1Q24 earnings growth
PNJ VN (Outperform; TP VND 112,000): 2024 AGM note and 1Q24 earnings update
POW VN (Market Perform): 1Q24 results were in line with our expectation
02/05/2024
DownloadMacro wrap: News briefing
Equity wrap:
HCM VN: 2024 AGM Notes
SAB VN (Market Perform; TP VND 63,900): 2024 AGM memo
VNM VN (Outperform; TP VND 82,000): 2024 AGM memo
26/04/2024
DownloadMacro wrap: News briefing
Equity wrap:
PVD VN (Outperform; TP VND 36,000): 2024 AGM Notes
VHM VN (Outperform; TP VND 69,400): 2024 AGM Notes
25/04/2024
Download
