Daily Call

Market wrap: Indices shined on Banking stocks uplift

Macro wrap: Update on the Global Minimum Tax

Equity wrap: SZC VN: Leasing revenue drove 2Q23 earnings to the highest in recent quarters

Market wrap: Markets up amid solid liquidity

Macro wrap: Update on Resolution 105/2023/NQ-CP and Land Law revision

Equity wrap: SCS VN: 2Q 2023 results update

Market wrap: Indices slid slightest, moderate liquidity 

Macro wrap: Stacking bets before the FOMC meeting

Equity wrap: ACB VN: Analyst Meeting Note

Market wrap: Indices slid slightest, moderate liquidity

Macro wrap: News briefing

Equity wrap: STK VN: 2Q23 Results – Sales volume should continue to rebound during 2H23

QNS VN (Outperform; TP VND 58,000): Q2 earnings recorded a historical high

Market wrap: Markets ended 8 days winning streak with a mild decline, prior to VN30F expiry

Macro wrap: Exports & preferential sector credit update

Equity wrap: IMP VN: 2Q23 update: Record-breaking results

Market wrap: Indices up, liquidity remains high

Macro wrap: Update on corporate bond market

Equity wrap: TDM VN (Market Perform; TP VND 42,200): Double digit profit growth due to the Biwase dividend

Market wrap: Indices up, liquidity remains high

Macro wrap: Circular 08/2023/TT-NHNN on offshore loans

Equity wrap: VHC VN: Jun’23 sales results update

                     HOSE Indexes 3Q23 review results

Market wrap: Markets managed to closed green despite PM session turbulence

Macro wrap: Update on SBV conference

Equity wrap: NLG VN (Outperform; TP VND 37,800): Presales: remained challenging, yet some signs of improvement

Market wrap: Markets flied high on abundant liquidity

Macro wrap: News brief

Equity wrap: GAS VN (Market Perform; TP VND 106,000): An expected 1H23 earnings decline from the peak in 1H22

Market wrap: Markets fluctuate whole day amid hitting hard resistance 

Macro wrap: Policy mix discussion

Equity wrap: Retailer earnings bottomed out in 1H23

Market wrap: Markets up on 2Q23 earnings popped, liquidity surged

Macro wrap: Vietnam Economy Watch 1H23 Trade Data

Equity wrap: MBB VN: 1H2023 prelim results 

Market wrap: Rumor on 2Q23 earnings lift the indices, liquidity surged higher

Macro wrap: Update on credit growth and power shortage

Equity wrap: 2Q2023 Corporate earnings Preview

Market wrap: Market surged on improving liquidity, sentiment strengthen

Macro wrap: Update on public investment on infrastructure  

Equity wrap: AST VN: 2023 AGM note – Full recovery is well within reach

Market wrap: Indices sank on PM session amid bad rumor on renewables names

Macro wrap: Update on fiscal policy

Equity wrap: VGC VN (Market Perform; TP VND 43,600): Industrial park leasing grew during 1H23

Market wrap: Liquidity improved, Markets up

Macro wrap: Update on monetary policy

Equity wrap: FMC VN (Outperform; TP VND 50,600): Recovery in sight