Daily Call

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Daily Call
SSI Daily Call with Update on the money market movement, FX and VNDiamond Index 1Q24 review estimates
Market wrap: Indices sank on weaken sentiment amid SBV sudden movement on interbank market
Macro wrap: Update on the money market movement & forex
Equity wrap: VNDiamond Index 1Q24 review estimates

12/03/2024

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SSI Daily Call with Update on Vietnam equity market upgrade status and Vietnam ETFs 1Q 2024 review results
Market wrap: Indices were hammered, liquidity surged
Macro wrap: Update on Vietnam equity market upgrade status
Equity wrap: Vietnam ETFs 1Q 2024 review results

11/03/2024

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SSI Daily Call with Update on the stock market and PLX
Market wrap: Indices hiccup on exchanges’ errors
Macro wrap: Update on the stock market
Equity wrap: PLX VN: 4Q23 earnings results

07/03/2024

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SSI Daily Call with Update on land-related sub-law documents and GMD
Market wrap: Market resilient at high ground, liquidity remain above USD 1bn
Macro wrap: Update on land-related sub-law documents
Equity wrap: GMD VN: 4Q2023 earnings call – Clearer sign of recovery

06/03/2024

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SSI Daily Call with Update on exchange rate and IDC
Market wrap: Market up on surging liquidity
Macro wrap: Update on exchange rate
Equity wrap: IDC VN: Most MOUs inked in 10 years

05/03/2024

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SSI Daily Call with Update on KRX trading system, FPT and PNJ
Market wrap: Market inched up on abundant liquidity
Macro wrap: Update on KRX trading system
Equity wrap: FPT VN (Market Perform; TP VND 114,100): Valuation getting more full
                 PNJ VN (Outperform; TP VND 108,000): Accelerated growth expected from consumption recovery and market share gains

04/03/2024

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SSI Daily Call with Update on Vietnam Jan-Feb Macro data and ACB 4Q23 business result
Market wrap: Foreign ETFs at ATC session, Markets slid down slightest
Macro wrap: Vietnam Jan-Feb Macro Update
Equity wrap: ACB VN: 4Q23 business results

01/03/2024

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SSI Daily Call with Update on the stock market conference and MWG analyst meeting note
Market wrap: Market surges stronger, surpass 52w level
Macro wrap: Update on the stock market conference
Equity wrap: MWG VN: Analyst meeting note

29/02/2024

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SSI Daily Call with Update on 2M23 FDI and SAB 2023 earnings result
Market wrap: Markets rally on sector rotation
Macro wrap: FDI update
Equity wrap: SAB VN: 4Q23 results update 

28/02/2024

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SSI Daily Call with Update on the progress to remove from FATF grey list and VHC 1M24 result
Market wrap: It’s all about midcap, liquidity sank but still above 1m average
Macro wrap: Update on the progress to remove from FATF grey list
Equity wrap: VHC VN: Jan ‘24 results: Sales growth YoY thanks to domestic market and low base seasonal.

27/02/2024

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SSI Daily Call with Update on Vietnam ETFs 1Q24 review estimates
Market wrap: Markets being hammered, liquidity surged
Macro wrap: In the news
Equity wrap: Vietnam ETFs 1Q 2024 review estimates

26/02/2024

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SSI Daily Call with Update on open market operations, exchange rate and HAH
Market wrap: Markets went flat on dimmed liquidity
Macro wrap: Update on open market operations & FX
Equity wrap: HAH VN: Turn around should happen from 2Q24

23/02/2024

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SSI Daily Call with Update on Tet trade data and PNJ 1M24 business result
Market wrap: Indices went sideways, liquidity maintains high
Macro wrap: Economic Watch – Tet trade data
Equity wrap: PNJ VN: January results

22/02/2024

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SSI Daily Call with Update on the SBV meeting on boosting credit flows and PVD
Market wrap: The rally continue fuelled by Vin family tickers
Macro wrap: Update on the SBV meeting on boosting credit flows
Equity wrap: PVD VN: 4Q2023 Analyst meeting note – Upcycle is getting longer

21/02/2024

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SSI Daily Call with Update on the latest progress for KRX implementation and FMC
Market wrap: Indices surges strongly on Vingroup related names rally
Macro wrap: Update on the latest progress for KRX implementation
Equity wrap: FMC VN (Outperform; TP VND 55,500): Update on business results and shrimp export sector

20/02/2024

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