Daily Call

Market wrap: Indices inched down on large cap drop

Macro wrap: Vietnam Economy Watch 1Q23 Trade Data

Equity wrap: MWG VN: AGM Notes

Market wrap: Liquidity drop, markets traded mix

Macro wrap: Update on the government resolution for the March cabinet meeting

Equity wrap: FPT VN (BUY; TP VND 95,400): 2023 AGM key takeaways

                       PLX VN (Market Perform; TP VND 40,500): PGB Divestment Complete

Market wrap: Indices suddenly dove on ramped up traded value

Macro wrap: Update on the 1Q23 labor market

Equity wrap: 1Q23 earnings preview

Market wrap: Average liquidity +50% MoM, indices inched up

Macro wrap: Update on 1Q23 state budget

Equity wrap: QNS VN (Outperform; TP VND 46,600): AGM Notes

Market wrap: Markets inched down with liquidity increasing

Macro wrap: Update on government decree 10/2023 for guideline of existing land laws

Equity wrap: HAH VN (Outperform; TP VND 40,500): Macro challenges might linger for an extended time

Market wrap: Markets up on strong traded value, VN30F OI at ATH

Macro wrap: Update on central bank rate cut

Equity wrap: DGC VN: AGM note: 2023 earnings to decline from last year record high

Market wrap: Markets up amid Realtors gain, liquidity strong 

Macro wrap: Update on the banking sector: Another market rate cut 

Equity wrap: STK VN (Market Perform; TP VND 26,800): AGM Note 2023 - Recovery Is Slower Than Expected

Market wrap: Liquidity muted, indices went sideways

Macro wrap: 1Q23 Macro Update: Economic performance felt the heat

Equity wrap: STB VN: 4Q2022 results update

Market wrap: Indices fluctuated, liquidity abundant and healthy

Macro wrap: A summary for measures to support corporate bond & property market

Equity wrap: VRE VN (BUY; TP VND 40,400): 2023 Outlook: Strong earnings momentum likely ahead

Market wrap: Market up on retail excitement amid draft on Amendment Circular 16

Macro wrap: Corporate Bond Legal Framework Update

Equity wrap: GAS VN (Market Perform; TP VND 103,000): 2023F earnings to significantly decline from 2022 peak

Market wrap: Realtors up amid news on NVL bond duration up to 2y extension

Macro wrap: Update on inflation

Equity wrap: VNDiamond Index 2Q23 review estimates 

                      FPT VN (BUY; TP VND 95,400): Upbeat 2M2023 earnings - Upgrade to BUY

Market wrap: Markets resilient to FOMC meeting decision

Macro wrap: Update on Vietnam Public debt

Equity wrap: TDM VN (Outperform; TP VND 39,600): Double digit profit growth expected thanks to low base in 2022

Market wrap: Indices up on low liquidity

Macro wrap: Update on the tourism sector

Equity wrap: PNJ VN (Outperform; TP VND 85,800): February results

Market wrap: Indices bounced back prior to FOMC meeting

Macro wrap: Update on USD interest rate cap

Equity wrap: ANV VN: Company Update

Market wrap: Indices dove amid rising fear on Global major bank failures

Macro wrap: News briefing

Equity wrap: VIB VN (Market Perform; TP VND 22,000): AGM Notes