Daily Call

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Daily Call
SSI Daily Call with Update on SBV's bill issuance and DRC

Market wrap: Markets nosedived on unexpected ATC slam

Macro wrap: News briefing

Equity wrap: DRC VN (Market Perform): 3Q23 earnings review

18/10/2023

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SSI Daily Call with Update on the NASC meeting and VNDiamond, VN30, VNFIN Lead Indexes 4Q23 review results

Market wrap: Markets dove amid profit taking pressure, liquidity muted

Macro wrap: Update on the NASC meeting

Equity wrap: VNDiamond, VN30, VNFIN Lead Indexes 4Q23 review results

17/10/2023

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SSI Daily Call with Update on preparation for the National Assembly meeting and QNS

Market wrap: Realtors lift the retails’ sentiment, markets up

Macro wrap: Update on preparation for the National Assembly meeting

Equity wrap: QNS VN (Outperform; TP VND 65,000): 3Q23 prelim results

16/10/2023

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SSI Daily Call with Update on inflation and POW

Market wrap: Markets mixing on news faded 

Macro wrap: Update on the power sector and stimulus package

Equity wrap: POW VN: 9M23 preliminary results

13/10/2023

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SSI Daily Call with Update on 3Q23 Trade Data and corporate earnings preview

Market wrap: Indices surged amid high hope on KRX system, traded value dimmed

Macro wrap: Vietnam Economy Watch 3Q23 Trade Data

Equity wrap: 3Q2023 Corporate earnings preview

12/10/2023

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SSI Daily Call with Update on the credit flows to real estate and TDM

Market wrap: Markets edged up on improved liquidity, mixing trade

Macro wrap: Update on the credit flows to real estate

Equity wrap: TDM VN: Water consumption decreased as industrial demand recovered more slowly than expected

11/10/2023

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SSI Daily Call with Update on Projection for Vietnam 2024 public debt and PC1

Market wrap: Liquidity keeps at low level, Indices inched up

Macro wrap: Projection for Vietnam 2024 public debt

Equity wrap: PC1 VN: 1H 2023 earnings update

10/10/2023

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SSI Daily Call with Update on SOE IPO and divestment plan for 2021-2025 and VTP

Market wrap: Markets bounced back on when hitting ma 200 supporting level

Macro wrap: Update on SOE IPO and divestment plan for 2021-2025

Equity wrap: VTP VN: 2Q2023 earnings update

09/10/2023

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SSI Daily Call with Update on credit growth and industrial park sector

Market wrap: Realty names meltdown, indices slide further

Macro wrap: News briefing

Equity wrap: Vietnam Industrial Park Sector Update

06/10/2023

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SSI Daily Call with Update on Vietnam Public debt and HHV

Market wrap: Indices inched up, when hitting 200 moving average zone

Macro wrap: Update on Vietnam Public debt (16th bulletin on public debt)

Equity wrap: HHV VN: 1H23 earnings review

05/10/2023

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SSI Daily Call with Update on the 3Q23 labor market and FMC

Market wrap: Indices dove on margin lending unwinding

Macro wrap: Update on the 3Q23 labor market

Equity wrap: FMC VN (Outperform; TP VND 56,200): 3Q23 prelim results 

04/10/2023

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SSI Daily Call with Update on the monthly cabinet meeting and GEX

Market wrap: Markets moving sideways with rock bottom liquidity, cautious sentiment kill the volume

Macro wrap: Update on the monthly cabinet meeting

Equity wrap: GEX VN: Industrial park is the bright spot in 1H23

03/10/2023

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SSI Daily Call with Update on Vietnam 3Q23 macro data and VNDiamond Index 4Q23 review estimates

Market wrap: Indices traded mix on quite trading value

Macro wrap: Flash update on Vietnam 3Q23 macro data  

Equity wrap: VNDiamond Index 4Q23 review estimates

02/10/2023

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SSI Daily Call with Update on FTSE Russell classification result, Vietnam Balance of Payments and HAH

Market wrap: Markets remain under water on squeezed liquidity

Macro wrap: Update on FTSE Russell classification result and Vietnam Balance of Payments

Equity wrap: HAH VN (Underperform; TP VND 35,000): Sailing into industry headwind

29/09/2023

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SSI Daily Call with Update on 9M23 FDI and PLX

Market wrap: Falling stops, liquidity in doubtfully low

Macro wrap: Economic Watch: 3Q23 FDI Recap

Equity wrap: PLX VN (Outperform; TP VND 45,000): Quick update

28/09/2023

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