Daily Call

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Daily Call
SSI Daily Call with Update on monetary market movement and FPT's 1Q24 result
Market wrap: Major indices inched down on moderate liquidity
Macro wrap: Update on money market movement
Equity wrap: FPT VN (Outperform; TP VND 128,100): 1Q24 results

24/04/2024

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SSI Daily Call with Update on the corporate bond market and SZC's 1Q24 result
Market wrap: Market surged higher amid news on KRX launching
Macro wrap: Update on the corporate bond market
Equity wrap: SZC VN: 1Q24 strong profit growth thanks to increasing leased land

23/04/2024

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SSI Daily Call with Update on April trade data and VHC 2024 AGM note
Market wrap: Force selling across the board, Market dove again
Macro wrap: Update on Vietnam foreign trade
Equity wrap: VHC VN (Market Perform; TP VND 78,500): 2024 AGM Note

22/04/2024

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SSI Daily Call with Update on the exchange rate and FRT 2024 AGM note
Market wrap: Markets sank on VN30F1M expiry date 
Macro wrap: Exchange rate forecast update
Equity wrap: FRT VN (Outperform; TP VND 139,000): 2024 AGM Note

19/04/2024

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SSI Daily Call with Update on the exchange rate and FPT
Market wrap: Markets fluctuate whole days amid forced selling across the board
Macro wrap: Update on the exchange rate
Equity wrap: FPT VN (Outperform; TP VND 128,100): Valuation to reflect 2024-2025 growth story and updates on 2024 AGM

17/04/2024

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SSI Daily Call with Update on the gold market and VNDiamond, VN30, VNFIND Lead Indexes 1Q24 review results
Market wrap: Markets sank heavily on negative rumors
Macro wrap: Update on the gold market
Equity wrap: VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results

16/04/2024

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SSI Daily Call with Update on Vietnam market upgrade progress and MWG 2024 AGM note
Market wrap: Indices up amid Financials surges, Liquidity back to normal level
Macro wrap: Update on new development on Vietnam market upgrade
Equity wrap: MWG VN (Outperform; TP VND 56,200): 2024 AGM note

15/04/2024

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SSI Daily Call with Update on monetary indicators and HPG 2024 AGM note
Market wrap: Markets turn positive despite morning drop amid global CPI concern
Macro wrap: Update on monetary indicators
Equity wrap: HPG VN: Margin continued to expand during 1Q24

12/04/2024

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SSI Daily Call with Update on 1Q24 trade data and DRC
Market wrap: Market still underwater on muted liquidity
Macro wrap: Update on 1Q24 trade data
Equity wrap: DRC VN: 2023 recap

11/04/2024

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SSI Daily Call with Update on Q1 state budget and MWG
Market wrap: Indices closed higher on muted liquidity
Macro wrap: Update on Q1 state budget
Equity wrap: MWG VN (Outperform; TP VND 56,200): BHX's completed 5% private placement

10/04/2024

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SSI Daily Call with Update on VAT cut and VTP
Market wrap: Markets fluctuated hard; liquidity dimmed
Macro wrap: Legalization schedule timeline
Equity wrap: VTP VN: 2024 earnings target set well below expectations

09/04/2024

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SSI Daily Call with Update on credit growth and HHV
Market wrap: Market sank on cautious sentiment, liquidity maintained
Macro wrap: Update on credit growth
Equity wrap: HHV VN: 4Q23 & AM updates

08/04/2024

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SSI Daily Call with Update on 2023 Vietnam Balance of Payments and ACB 2024 AGM note
Market wrap: Markets went sideways despite Foreign investor back to net buy
Macro wrap: Update on 2023 Vietnam Balance of Payments
Equity wrap: ACB VN (Market Perform; TP VND 30,800): 2024 AGM notes 

05/04/2024

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SSI Daily Call with Update on 1Q24 monthly cabinet meeting, VPB AGM document and VHC
Market wrap: Markets sank on heavy selling pressure from foreign investors
Macro wrap: Update on 1Q24 monthly cabinet meeting
Equity wrap: VPB VN: 2024 AGM documents 
                     VHC VN (Market Perform; TP VND 78,500): 4Q23 and 2M24 result updates: ASP has likely bottomed

04/04/2024

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SSI Daily Call with Update on the money market movement and DGC 2024 AGM note
Market wrap: Markets gain momentum despite morning hiccup
Macro wrap: Update on the money market movement
Equity wrap: DGC VN (Market Perform; TP VND 133,000): 2024 AGM note

03/04/2024

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