Daily Call

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Daily Call
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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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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