Daily Call

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Daily Call
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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SSI Daily Call with Update on SBV meeting on credit growth and TNH 3Q23 earnings
Market wrap: Markets roller caster for the whole day, liquidity at record high
Macro wrap: Update on the SBV meeting on boosting credit growth
Equity wrap: TNH VN: 3Q23 results in line with expectations

08/12/2023

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SSI Daily Call with Update on the November monthly cabinet meeting and HPG
Market wrap: Markets rallied, solid liquidity
Macro wrap: Update on the monthly cabinet meeting
Equity wrap: HPG VN: Sales volume during Nov substantially recovered

07/12/2023

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SSI Daily Call with Update on 2024 State Budget Plan and CTR 3Q23 earnings results
Market wrap: Indices mixing, foreign investors strongly net sold
Macro wrap: Update on 2024 State Budget Plan
Equity wrap: CTR VN: 3Q23 earnings results

06/12/2023

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SSI Daily Call with Update on Vietnam digital economy measurement and GAS 3Q23 earnings results

Market wrap: Markets surged higher on solid liquidity, retails sentiment strengthen
Macro wrap: Vietnam digital economy measurement
Equity wrap: GAS VN: 3Q23 earnings results

05/12/2023

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SSI Daily Call with Update on Financing for net-zero and FTSE Vietnam Index 4Q23 review results
Market wrap: Markets just going no where
Macro wrap: Financing for net-zero
Equity wrap: FTSE Vietnam Index 4Q23 review results

04/12/2023

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SSI Daily Call with Update on credit growth, credit quota and DCM 3Q23 analyst meeting
Market wrap: ETF rebalance shook the indices in ATC
Macro wrap: Update on credit growth and credit quota
Equity wrap: DCM VN: 3Q23 analyst meeting

01/12/2023

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SSI Daily Call with Update on November macro data and VEA 3Q23 earnings result
Market wrap: Markets inched higher on muted liquidity
Macro wrap: November macro data: A better theme
Equity wrap: VEA VN: 3Q23 earnings result

30/11/2023

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SSI Daily Call with Update on corporate bond market and PVS 3Q23 earnings result

Market wrap: Mixing trade whole day on improved liquidity
Macro wrap: Update on corporate bond market
Equity wrap: PVS VN: 3Q23 earnings result

29/11/2023

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SSI Daily Call with Update on Jan-Nov 2023 FDI and BCM 3Q23 earnings result
Market wrap: Indices dimmed down on weak traded value
Macro wrap: Update on Jan-Nov ‘23 FDI
Equity wrap: BCM VN: 3Q23 earnings result

28/11/2023

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SSI Daily Call with Update on pilot policy for HCMC and Vietnam ETFs 4Q 2023 review estimates
Market wrap: Indices closed intraday high surprisingly
Macro wrap: Update on pilot policy for HCMC
Equity wrap: Vietnam ETFs 4Q 2023 review estimates

27/11/2023

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