Daily Call

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Daily Call
SSI Daily Call with Update on Seaport & Logistics sector 2024 outlook and FPT 2023 prelim results

Market wrap: SOE Banks names lift the indices further
Macro wrap: News briefing
Equity wrap: Seaport & Logistics sector 2024 outlook: Inventory restocking and geopolitical tension as key catalysts
                     FPT VN (Outperform; TP VND 109,200): 2023 preliminary results were within our expectations

 

22/01/2024

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SSI Daily Call with Update on the newly-approved Land Laws and MWG
Market wrap: Liqudity dropped further despite VN30F1M expiry
Macro wrap: Update on the newly-approved Land Laws
Equity wrap: MWG VN: Extraordinary information disclosure

19/01/2024

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SSI Daily Call with Update on the National Assembly meeting and Cement sector 2024 outlook
Market wrap: Indices mixing on Financials dimmed
Macro wrap: Update on the National Assembly meeting
Equity wrap: Vietnam Cement Sector 2024 Outlook: Valuations ahead business rebound

18/01/2024

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SSI Daily Call with Update on Vietnam National Transfer Account (NTA) and Textile garment sector 2024 outlook
Market wrap: Markets up on moderated liquidity
Macro wrap: Update on Vietnam National Transfer Account (NTA)
Equity wrap: Vietnam Textile & Garment 2024 Outlook: Uncertainty

17/01/2024

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SSI Daily Call with Update on Vietnam tourism sector, QNS 4Q23 prelim earnings and VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results
Market wrap: Retails scared away from midcap stock, liquidity dropped
Macro wrap: Update on the tourism sector
Equity wrap: QNS VN (TP VND 52,500): 2023 prelim results: Upbeat earnings
                     VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results

16/01/2024

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SSI Daily Call with Update on the National Assembly extraordinary meeting and 4Q23 earnings preview
Market wrap: Indices down, liquidity abundant
Macro wrap: Update on the National Assembly extraordinary meeting
Equity wrap: 4Q23 Earnings preview

15/01/2024

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SSI Daily Call with Update on Vietnam 2023 Trade data and Oil&Gas sector 2024 outlook
Market wrap: Markets managed closed merely green despite midcap stocks hammered
Macro wrap: Vietnam Economy Watch 2023 Trade Data
Equity wrap: Vietnam Oil & Gas sector 2024 outlook: Divergence may continue through 2024

12/01/2024

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SSI Daily Call with Update on Revision to Circular 41 on CAR calculation and fisheries sector 2024 outlook
Market wrap: Markets managed closed merely green despite midcap stocks hammered
Macro wrap: Update on Revision to Circular 41 on CAR calculation
Equity wrap: Fisheries sector 2024 outlook: Expect recovery in 2H24

11/01/2024

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SSI Daily Call with Update on the Law on Value Added Tax (VAT) revision and impact on fertilizer companies

Market wrap: Indices cool down, liquidity abundant
Macro wrap: Update on the Law on Value Added Tax (VAT) revision
Equity wrap: Impact on fertilizer companies

10/01/2024

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SSI Daily Call with Update on the 2024 socioeconomic action plan and TAL listing
Market wrap: Markets keep on rally amid Financials raised
Macro wrap: Update on Resolution 01/2024, outlining the 2024 socioeconomic action plan
Equity wrap: TAL VN: Listing Report- A diversified choice for investors in Vietnam RE market

09/01/2024

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SSI Daily Call with Update on monthly cabinet meeting and Industrial park sector 2024 outlook
Market wrap: Banking stocks continues to shine, Indices up solid
Macro wrap: Update on cabinet meeting
Equity wrap: Industrial Park sector 2024 outlook

08/01/2024

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SSI Daily Call with Update on Steel sector 2024 outlook
Market wrap: Main indices surged strongly on Financials gain
Macro wrap: News briefing
Equity wrap: 2024 Steel sector outlook: Earnings to recover strongly in 2024, but valuation is tricky

05/01/2024

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SSI Daily Call with Update on credit growth and CTD
Market wrap: Financial lift indices up amid rumor on beating consensus 4Q23 earnings
Macro wrap: Update on credit growth
Equity wrap: CTD VN: Q1 of FY24 earnings review 

04/01/2024

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SSI Daily Call with Update on Vietnam stock market and MSN
Market wrap: Indices managed to closed green despite midcap stocks be hammered
Macro wrap: Update on Vietnam stock market  
Equity wrap: MSN VN (Market Perform; TP VND 75,600): Concentrating on reducing financial expenses

03/01/2024

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SSI Daily Call with Update on 2023 macro data and VN30 Index and VNFIN Lead Index 1Q24 review estimates
Market wrap: Markets mixing, Foreign investors net buy 3rd day
Macro wrap: Vietnam economy in 2023: Encouraging results, but more needs to be done
Equity wrap: VN30 Index and VNFIN Lead Index 1Q24 review estimates

02/01/2024

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