Daily Call

Market wrap: Markets up on 2Q23 earnings popped, liquidity surged

Macro wrap: Vietnam Economy Watch 1H23 Trade Data

Equity wrap: MBB VN: 1H2023 prelim results 

Market wrap: Rumor on 2Q23 earnings lift the indices, liquidity surged higher

Macro wrap: Update on credit growth and power shortage

Equity wrap: 2Q2023 Corporate earnings Preview

Market wrap: Market surged on improving liquidity, sentiment strengthen

Macro wrap: Update on public investment on infrastructure  

Equity wrap: AST VN: 2023 AGM note – Full recovery is well within reach

Market wrap: Indices sank on PM session amid bad rumor on renewables names

Macro wrap: Update on fiscal policy

Equity wrap: VGC VN (Market Perform; TP VND 43,600): Industrial park leasing grew during 1H23

Market wrap: Liquidity improved, Markets up

Macro wrap: Update on monetary policy

Equity wrap: FMC VN (Outperform; TP VND 50,600): Recovery in sight

Market wrap: Indices amid rumor on better-than-expected earnings across the board

Macro wrap: Update on the monthly cabinet meeting and exchange rate

Equity wrap: PHR VN: Preparing for long term transformation

Market wrap: Market surged on mute trading value

Macro wrap: Update on the Vietnam PMI and manufacturing sector

Equity wrap: Update on fishery sector 2H23 – Recovery underway

Market wrap: Indices slid further on diminishing liquidity

Macro wrap: The SBV Giveth and Taketh Away: Potential impact of Circular 06

Equity wrap: VN30 Index and VNFIN Lead Index 3Q23 review estimates

                       ANV VN: AGM 2023 and 1Q23 results updates - Timing of recovery still uncertain

Market wrap: Market tumbled amid profit taking activities

Macro wrap: 1H23 Macro Update: Finding the drivers

Equity wrap: VNM VN (Outperform; TP VND 82,000): Earnings growth in sight- Upgrade to Outperform

                       BCM VN: Growth expectations are positive with revenue recognition from Binh Duong New City in 2023

Market wrap: Financials fuelled market rally

Macro wrap: News briefing

Equity wrap: VEA VN: Affected by gloomy auto consumption

Market wrap: Market marched up on dropping liquidity

Macro wrap: Update on power shortage

Market wrap: Morning hiccup could not stop the retail investors’ buying hunger

Macro wrap: Economic Watch: Resilient FDI inflows propped up economic performance

Equity wrap: PLX VN (Market Perform; TP VND 39,600): AGM Notes

Market wrap: Liquidity keeps at high level, Markets marched up

Macro wrap: Update on public investment

Equity wrap: KBC VN (Outperform; TP VND 33,000): AGM Note

Market wrap: Markets maintained upbeat momentum on decent liquidity

Macro wrap: Update on fiscal policy

Equity wrap: TNH VN: AGM update

Market wrap: Markets surged higher amid flow abundant

Macro wrap: News briefing

Equity wrap: DGW VN: AM notes