Daily Call
Đấu giá mới nhất
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
DownloadMacro wrap: January Macro update
Equity wrap: NLG VN (Outperform): 4Q23 earnings result
30/01/2024
DownloadMacro wrap: Update on FDI
Equity wrap: DCM VN (Outperform; TP VND 33,500): 4Q23 earnings result
29/01/2024
DownloadMacro wrap: The final stretch, as Vietnam approaches ever closer towards upgrade to emerging market
Equity wrap: Construction Stone sector 2024 outlook: Demand is expected to increase from 2H24
26/01/2024
DownloadMacro wrap: Update on the corporate bond market
Equity wrap: VHC VN (Market Perform; TP VND 64,500): 4Q23 results: Weaker-than-expected earnings due to deteriorated ASP and low volume
25/01/2024
DownloadMacro wrap: Update on the inflation control meeting
Equity wrap: IMP VN (Outperform; TP VND 76,000): 4Q23 results within expectations
24/01/2024
DownloadMacro wrap: Update on exchange rate
Equity wrap: HPG VN (Outperform; TP VND 30,000): 4Q23 earnings results exceeded expectations
23/01/2024
DownloadMarket 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
DownloadMacro wrap: Update on the newly-approved Land Laws
Equity wrap: MWG VN: Extraordinary information disclosure
19/01/2024
DownloadMacro wrap: Update on the National Assembly meeting
Equity wrap: Vietnam Cement Sector 2024 Outlook: Valuations ahead business rebound
18/01/2024
DownloadMacro wrap: Update on Vietnam National Transfer Account (NTA)
Equity wrap: Vietnam Textile & Garment 2024 Outlook: Uncertainty
17/01/2024
DownloadMacro 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
DownloadMacro wrap: Update on the National Assembly extraordinary meeting
Equity wrap: 4Q23 Earnings preview
15/01/2024
DownloadMacro wrap: Vietnam Economy Watch 2023 Trade Data
Equity wrap: Vietnam Oil & Gas sector 2024 outlook: Divergence may continue through 2024
12/01/2024
DownloadMacro 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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