Daily Call

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Daily Call
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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SSI Daily Call with Update on infrastructure investment and February market outlook
Market wrap: Market inched up on abundant liquidity
Macro wrap: Update on infrastructure investment
Equity wrap: Vietnam Monthly Strategy & Outlook February 2024: Market sentiment improves on supportive news

19/02/2024

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SSI Daily Call with Update on the National digital transformation plan and FPT Analyst meeting takeaways
Market wrap: Indices mixing on VN30F1M expiry date
Macro wrap: Update on the national digital transformation plan
Equity wrap: FPT VN: 2024 Analyst meeting takeaways

16/02/2024

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SSI Daily Call with Update on January cabinet meeting and 2024 Vietnam market outlook
Market wrap: Market surges on Financial tickers rally, liquidity not improved
Macro wrap: Update on government resolution for the cabinet meeting for January
Equity wrap: 2024 Vietnam market outlook: Ride the Dragon

15/02/2024

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SSI Daily Call with Update on the 2024 Budget and Brokerage sector 2024 outlook
Market wrap: Indices inched up on foreign huge net selling, liquidity moderate
Macro wrap: Update on the 2024 Budget
Equity wrap: Vietnam Brokerage sector 2024 outlook: Forward momentum

07/02/2024

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SSI Daily Call with Update on the Decree on land valuation and Insurance sector 2024 outlook
Market wrap: Banking names lead the rally with many names closed near limit up price
Macro wrap: Update on the Decree on land valuation
Equity wrap: Insurance sector 2024 outlook

06/02/2024

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SSI Daily Call with Update on new Decree on hi-tech industrial park and DGW 4Q23 earnings result
Market wrap: Liquidity surged amid domestic ETFs rebalancing
Macro wrap: Legislation briefing
Equity wrap: DGW VN: 4Q23 earnings results

05/02/2024

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SSI Daily Call with Update on the monthly cabinet meeting and SCS
Market wrap: Mid cap stocks shine like diamonds, liquidity still dimmed
Macro wrap: Update on the monthly cabinet meeting
Equity wrap: SCS VN: 4Q 2023 Earnings Results - Landing the big-name contract provides room for growth.

02/02/2024

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SSI Daily Call with Update on Circular 22/2023/TT-NHNN on the CAR calculation, CTR and VCB 4Q23 earnings results
Market wrap: Indices dimmed on booming liquidity and rumors
Macro wrap: Update on the Circular 22/2023 on CAR calculation and Progress on Vietnam market economy status
Equity wrap: CTR VN: 4Q23 earnings results
                     VCB VN (Outperform): 4Q23 earnings results

 

01/02/2024

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SSI Daily Call with Update on Vietnam rail link to China and SZC, VNM 4Q23 earnings results
Market wrap: Midcap stocks shined, VN3F1M volume at 4y low
Macro wrap: Update on Vietnam rail link to China
Equity wrap: SZC VN (Market Perform; TP VND 37,600): Double-digit growth in NPAT for 4Q23, rising from low base
                     VNM VN (Outperform; TP VND 87,600): 4Q23 earnings growth to be highest since 4Q18

31/01/2024

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SSI Daily Call with Update on January macro data and NLG 4Q23 earnings result
Market wrap: Indices mixing on GSO number released
Macro wrap: January Macro update
Equity wrap: NLG VN (Outperform): 4Q23 earnings result

30/01/2024

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