Daily Call

Market wrap: ETF rebalancing distorted the whole indices

Macro wrap: Update on Samsung Vietnam

Equity wrap: BSR VN (Market Perform; TP VND 16,600): 2023 earnings should exceed guidance

Market wrap: Indices volatile in Vn30f1m day

Macro wrap: Update on Build-Transfer method under Public-Private Partnership

Equity wrap: DGC VN: 2023 earnings to correct from last year high base

Market wrap: Unexpectedly surprised tailwind from SBV lifted the retails sentiment, Markets shot up

Macro wrap: Update on OMO rate cut

Equity wrap: Update on Fubon Vietnam ETF

Market wrap: Markets tumbled on bad news lingered around, fear on bank failures in US

Macro wrap: Update on central bank policy rate cut

Equity wrap: DBD VN: Company Update

Market wrap: Financials ride the indices up, liquidity healthy

Macro wrap: Update on Laws of Credit Institutions revision

Equity wrap: PNJ VN: Company Update

Market wrap: Markets resilient towards bad news

Macro wrap: Update on government resolution on property market

Equity wrap: Vietnam ETFs 1Q2023 review results

Impact of China Reopening to Aviation sector

Market wrap: Financials ride the indices up, liquidity healthy

Macro wrap: Economic Watch - February 2023 trade data

Equity wrap: VCB VN (Outperform; TP VND 103,750): A mighty fortress

Market wrap: Indices up on improving liquidity

Macro wrap: Update on Build-Transfer project

Equity wrap: PLX VN: Company update

Market wrap: Markets surge with thin liquidity, excitement on 5th patch of Fubon VN ETF

Macro wrap: Update on Jan-Feb state budget and 2023 public disbursement progress

Equity wrap: BMP VN: PVC Pricing Bottomed

Market wrap: Liquidity so low made market dimmed down easily

Macro wrap: Corporate Bond Legal Framework Update

Equity wrap: GMD VN (BUY; TP VND 61,500): Asset sale to support weak core growth in 2023

Market wrap: Markets faded on muted liquidity

Macro wrap: Update on cabinet meeting

Equity wrap: PVS VN: 4Q 2022 update - Higher potential for backlog improvement

Market wrap: Markets just went nowhere amid super low traded value

Macro wrap: News briefing

Equity wrap: PC1 VN: A versatile growth vehicle

Market wrap: Markets raises on improved liquidity 

Macro wrap: Update on 2023 credit growth and PMI data

Equity wrap: NLG VN: Q4 presales continued to shrink

Market wrap: Indices up on modest liquidity, Street Talks on Vingroup assets sales process

Macro wrap: Update on February macro data

Equity wrap: KDH VN: Solid fundamental in a time of market turbulence

Market wrap: Bad rumors dimmed the market down further

Macro wrap: Weekend developments  

Equity wrap: MWG VN: Dismal earnings persist