Daily Call

Market wrap: Indices surged back on dropping liquidity, mid caps lead the spotlight

Macro wrap: Update on Vietnam Balance of Payments

Equity wrap: GVR VN: Land conversion from rubber plantations to industrial parks is the key driver through 2025

Market wrap: Markets extend the correction on decreased liquidity

Macro wrap: Update on the National Assembly meeting

Equity wrap: QNS VN (Outperform; TP VND 52,000): 5M23 prelim results

Market wrap: Liquidity surpassed USD 1bn again on Foreign ETFs rebalancing day

Macro wrap: Update on policy rate cut & infrastructure spending 

Equity wrap: NTC VN (Outperform; TP VND 185,900): NTC3 IP should be main growth driver for NTC between 2023-2027

Market wrap: Indices dimmed with lower traded value despite VN30F1M expiry

Macro wrap: Update on the VAT package and policy rates

Equity wrap: VHM VN: Withstanding difficulties

Market wrap: Bourses losing winning streak amid OI contract unwinding

Macro wrap: Update on June Fed meeting & Vietnamese economy implications

Equity wrap: PLX VN: Retail channel maintains strong volume growth

Market wrap: Indices remained robust momentum prior to VN30F1M expiry

Macro wrap: Update on infrastructure development plan

Equity wrap: STB VN (BUY; TP VND 34,500): Worth the Wait

Market wrap: Indices surged, VN30F1M flash short squeezed, liquidity abundant

Macro wrap: News briefing

Equity wrap: PNJ VN (Market Perform; TP VND 81,400): April performance to better reflect the current state of the economy

Market wrap: Market remained robust up thrust momentum, sellers dried up 

Macro wrap: Vietnam Economy Watch May 2023 Trade Data

Equity wrap: MVIS Vietnam Index 2Q 2023 review results

Market wrap: Indices eased down, liquidity hit above USD1bn for a long time

Macro wrap: Update on MSCI 2023 market classification

Equity wrap: VNM VN (Market Perform; TP VND 74,700): Domestic sales continued to be weak

Market wrap: Indices maintained upbeat momentum, liquidity rising

Macro wrap: Update on power shortage

Equity wrap: TRA VN (Market Perform; TP VND 97,000): Lower demand creating headwinds

Market wrap: Market rallied with liquidity estimated at +30% MoM

Macro wrap: Update on the 5M23 public investment disbursement and power shortage

Equity wrap: STB VN: 1Q23 results update

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap: Update on May cabinet meeting

Equity wrap: FTSE Vietnam Index 2Q23 results

                       TPB VN: 1Q23 results update

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap: Update on May cabinet meeting

Equity wrap: Impact of Block B project on Oil and gas stocks

Market wrap: Markets remained upward momentum despite multiple bad headlines

Macro wrap: News briefing

Equity wrap: Farming Sector Update

Market wrap: Markets mixing with incremental liquidity, momentum remained

Macro wrap: Update on the GDP growth outlook

Equity wrap: GMD VN (Outperform; TP VND 61,500): Analyst meeting: Weak external demand is the main theme