Daily Call

Market wrap: Market moved up on adding liquidity

Macro wrap: Update on Jan-Aug’ 23 public investment disbursement and PMI

Equity wrap: FTSE Vietnam Index: 3Q 2023 review results

                      FPT VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Markets keeps momentum gain, liquidity healthy

Macro wrap: Legal update

Equity wrap: DBD VN: Better-than-expected performance in the hospital channel

                       VNM VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

Market wrap: Markets surged higher on retails excitement on KRX news

Macro wrap: Update on exchange rate

Equity wrap: TRA VN: 2Q2023 earnings results

Market wrap: Markets marched up amid news on US President upcoming visit

Macro wrap: August macro data exhibited another firm month, but more needs to be done

Equity wrap: STB VN: Q2 2023 earnings results

Market wrap: Indices surged higher despite USDVND slide further

Macro wrap: Update on the land law revision

Equity wrap: PVS VN: 2Q 2023 - Core profit higher than our forecast

Market wrap: Markets fluctuated on weakened sentiment

Macro wrap: Update on August FDI

Equity wrap: PTB VN: 2Q23 results update

Market wrap: Indices surged amid excitement on SBV late nigh movement, liquidity muted

Macro wrap: Update on Global Minimum Tax

Equity wrap: PNJ VN: 2Q23 & July results update

Market wrap: Muted liquidity with high volatile intraday range, Indices closed red

Macro wrap: Update on Circular 10 on onshore lending activities

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