Daily Call

Market wrap: Indices managed to withstand the sales off with moderated liquidity

Macro wrap: Update on SBV conference on credit flows

Equity wrap: Update on textile and garment sector: Improving order outlook from 4Q23

Market wrap: Markets managed to close green with muted liquidity

Macro wrap: Update on inflation

Equity wrap: PVD VN: 2Q2023 results update

Market wrap: Markets sales off amid fear on top 1 mkt share broker house margin clearing

Macro wrap: Update on the cabinet meeting

Equity wrap: TNH VN: 2Q2023 results update

Market wrap: Markets dropped on VN30F expiry day, rumor on brokers margin dressing

Macro wrap: Update on the public debt management and review on 2021-2025 plan

Equity wrap: Galvanized steel update: Export channel recovered positively, but export margin may become narrower in the coming quarter

Market wrap: Markets surged higher amid excitement on Vinfast IPO

Macro wrap: News briefing

Equity wrap: MWG VN (Outperform; TP VND 61,500): The performance of the grocery chain better than expected

Market wrap: Indices fluctuated; liquidity dimmed

Macro wrap: Update on the currency

Equity wrap: VIB VN: 2Q2023 results update

Market wrap: Indices marched up, liquidity abundant

Macro wrap: Update on the divestment overview in Jan-Jul 2023

Equity wrap: FMC VN: 2Q2023 results update

                       VNM VN (Outperform; TP VND 86,600): 2Q23 Analyst meeting – Lower input costs going forward

Market wrap: Markets surged stronger on improved liquidity

Macro wrap: Update on gasoline price

Equity wrap: DGC VN: 2Q2023 results update

Market wrap: Profit taking activities hammered the markets

Macro wrap: News briefing

Equity wrap: IDC VN: 2Q2023 results update

                       VRE VN (BUY; TP VND 38,700): Maintained recovery momentum

Market wrap: Indices lingered downward whole day, liquidity moderate

Macro wrap: Vietnam Economy Watch Jan-Jul’ 23 Trade Data

Equity wrap: VCB VN: 2Q2023 results update

                        PVT VN: 2Q2023 earnings call wrapup

Market wrap: Vin family gain, Rumor on cutting Required rate ratio after trading sessions

Macro wrap: Update on the land valuation

Equity wrap: IMP VN: Climbing new heights

Market wrap: Indices surges on Financials robust momentum  

Macro wrap: Update on Jan-July State Budget

Equity wrap: TCB VN (Market Perform; TP VND 38,700): Recovery is expected in 2024

                       VRE VN: Maintained recovery momentum

Market wrap: Indices went stellar despite domestic ETFs rebalance

Macro wrap: Update on July cabinet meeting

Equity wrap: KBC VN: Core business improved significantly

Market wrap: Markets fluctuated hard, liquidity solid

Macro wrap: Update on property sector, Fitch downgrade on US credit ratings

Equity wrap: GMD VN: 1H 2023 results review – Lower core, large one-off gain in focus

Market wrap: Market was being hammered in PM session, Liquidity abundant

Macro wrap: Update on land valuation method

Equity wrap: BSR VN: 2Q23 results update

                       VHC VN (Market Perform; TP VND 80,500): 2Q23 Bottom line better than expected