Daily Call

Market wrap: Indices surged, Financials lead the gain

Macro wrap: May Macro Update: Struggling for the growth recovery

Equity wrap: Vietnam ETFs 2Q23 review estimates

Market wrap: Markets slightly down, momentum remained

Macro wrap: News brief

Equity wrap: DPM VN & DCM VN: 1Q23 earnings review

Market wrap: Market bounced back after retesting resistance zone, healthy liquidity

Macro wrap: 2021 Budget settlement, VAT, & unused funding could be redirected

Equity wrap: Industrial property sector: Quick update

GAS VN (Market Perform; TP VND 103,000): AGM notes

Market wrap: Financials down despite good news on SBV cutting policy rates

Macro wrap: Update on the banking sector

Equity wrap: DBD VN: Upbeat 1Q23 results

Market wrap: Consumer sector underweight lead foreign huge net sell, Markets down

Macro wrap: Update on monetary policy

Equity wrap: ACB VN: 1Q23 results update

Market wrap: Markets up on Financials gain, liquidity healthy

Macro wrap: Update on the National Assembly meeting

Equity wrap: PVS VN (Market Perform; TP VND 30,000): Analyst meeting note: Transition into renewables in progress

Market wrap: Mixing trading on ramped up liquidity 

Macro wrap: Update on National Assembly meeting

Equity wrap: SAB VN (Market Perform; TP VND 182,000): 1Q23 Analyst Meeting - Challenging market conditions

Market wrap: Markets surged amid rumour on reducing policy rate, liquidity healthy on VN30F expiry date

Macro wrap: Update on exchange rate

Equity wrap: GAS VN (Market Perform; TP VND 103,000): Resilient 1Q23 earnings in the face of weakened sales volume

Market wrap: Financials dragged indices down, liquidity healthy

Macro wrap: Update on the banking sector

Equity wrap: VHC VN: 1Q23 results: Weak demand to continue in 1H23

Market wrap: Markets rised on mild decreased liquidity

Macro wrap: Update on VAT cut

Equity wrap: MWG VN: Analyst meeting notes

Market wrap: Mixing trade with improved liquidity

Macro wrap: Update on the Power Development Plan VIII

Equity wrap: VCB VN: Other worldly result

Market wrap: Indices surged on good sentiment

Macro wrap: News brief

Equity wrap: ACV VN: 2023 AGM and 1Q 2023 results note – Recovery in full motion

Market wrap: Indices hiked on upbeat sentiment

Macro wrap: News briefing

Equity wrap: HSG VN (Underperform; TP VND 14,300): 2Q23 Return to profitability, driven by reversal of inventory provisions

                       VEA VN: earnings results: Earnings growth to go into reverse

Market wrap: Liquidity down, retails trader remains cautious

Macro wrap: Vietnam Economy Watch April 2023 Trade Data

Equity wrap: MSN VN (Market Perform; TP VND 84,000): Weak demand and high cost to weigh on earnings

Market wrap: Indices arises amid rumour on policy rate cut

Macro wrap: Update on Jan-Apr 23 state budget

Equity wrap: PNJ VN: AGM Notes