Daily Call

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Daily Call
SSI Daily Call with Update on the corporate bond market, gold price and DRC 3Q23 earnings
Market wrap: Foreign investors net buy 2nd day, retail investor sentiment strengthened
Macro wrap: Update on the corporate bond market and gold price
Equity wrap: DRC VN: 3Q23 earnings

29/12/2023

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SSI Daily Call with Update on draft decree proposal of the Investment Support Fund and FRT
Market wrap: Foreign investors back to net buying, Market mildly down
Macro wrap: Update on draft decree proposal of the Investment Support Fund (ISF)
Equity wrap: FRT VN (Outperform; TP VND 117,000): Earnings to recover in the coming quarters

28/12/2023

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SSI Daily Call with Update on 2023 FDI and new framework for seaport handling and services tariff
Market wrap: Indices advanced despite foreign investor unloading
Macro wrap: Another victorious year for FDI
Equity wrap: Quick note on Circular 39/2023/BGTVT on new framework for seaport handling and services tariff

27/12/2023

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SSI Daily Call with Update on the Vietnam stock market and HT1 3Q23 earnings
Market wrap: Market surged; 12M Term deposit rate hit new All time low
Macro wrap: Update on the Vietnam stock market
Equity wrap: HT1 VN: Back to loss due to weak sales volume

 

26/12/2023

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SSI Daily Call with Update on Ministry of Construction meeting and GAS investor meeting notes
Market wrap: Foreign investors net sell for days, Markets mixing
Macro wrap: Update on Ministry of Construction meeting
Equity wrap: GAS VN (Market Perform; TP VND 84,000): 2023 Investor Meeting Notes

 

25/12/2023

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SSI Daily Call with Update on 3Q23 Vietnam Balance of Payments and PNJ's November results
Market wrap: Markets mixing trade on VN30F1M expiry date
Macro wrap: Update on 3Q23 Vietnam Balance of Payments
Equity wrap: PNJ VN (Outperform; TP VND 96,200): November results

22/12/2023

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SSI Daily Call with Update on the stock market, foreign trade and KDH 3Q23 earnings

Market wrap: Markets up, foreign investor more active
Macro wrap: Update on stock market and foreign trade activities
Equity wrap: KDH VN: 3Q23 results

21/12/2023

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SSI Daily Call with Update on credit growth, exchange rate and FPT 11M23 results
Market wrap: Markets up, muted traded value, foreign net sell 17th consecutive day
Macro wrap: Update on credit growth & exchange rate
Equity wrap: FPT VN: 11M23 results

20/12/2023

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SSI Daily Call with Update on Red Sea vessel attack incident and potential impact to Suez Canal transport
Market wrap: Indices mixing on moderate liquidity
Macro wrap: Update on the 28th NASC meeting
Equity wrap: Red Sea vessel attack incident and potential impact to Suez Canal transport and Shipping sector

 

19/12/2023

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SSI Daily Call with Update on Power Development Plan VIII and NKG 3Q23 earnings

Market wrap: Markets down hard on ATC session amid offshore ETF rebalancing
Macro wrap: Update on Power Development Plan VIII
Equity wrap: NKG VN: 3Q23 earnings

18/12/2023

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SSI Daily Call with Update on the proposal of Decree 24/2016 on the management of State treasury balance and QNS 11M23 results

Market wrap: Indices fluctuated hard; retail sentiments hammered
Macro wrap: Update on the proposal of Decree 24/2016 on the management of State treasury balance
Equity wrap: QNS VN (Market Perform; TP VND 53,500): 11M23 prelim results - Sugar prices peaked in 2023

15/12/2023

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SSI Daily Call with Update on Dec FOMC meeting and Vietnam implications and VGC 3Q23 earnings
Market wrap: Indices being hammered, foreign investors keep selling
Macro wrap: Update on Dec FOMC meeting and Vietnam implications
Equity wrap: VGC VN: Profit after tax in 3Q23 recovered strongly, powered by growth in the industrial park segment

14/12/2023

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SSI Daily Call with Update on China's President visit to Vietnam and BMP 3Q23 earnings

Market wrap: Mixing trade, liquidity muted
Macro wrap: Update on China's President visit to Vietnam
Equity wrap: BMP VN: 3Q23 earnings

13/12/2023

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SSI Daily Call with Update on Jan-Nov’ 23 Trade Data and Vietnam stock market strategy & outlook December 2023
Market wrap: Market managed to close in green, liquidity dropped sharply
Macro wrap: Vietnam Economy Watch: Jan-Nov’ 23 Trade Data
Equity wrap: Vietnam stock market strategy & outlook December 2023

12/12/2023

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SSI Daily Call with Update on China’s President visit to Vietnam and MarketVector Vietnam Index 4Q23 review results

Market wrap: Markets inched up, laggars rally
Macro wrap: Update on China’s President visit to Vietnam
Equity wrap: MarketVector Vietnam Index 4Q23 review results

11/12/2023

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