Daily Call

Market wrap: Market surged on mute trading value

Macro wrap: Update on the Vietnam PMI and manufacturing sector

Equity wrap: Update on fishery sector 2H23 – Recovery underway

Market wrap: Indices slid further on diminishing liquidity

Macro wrap: The SBV Giveth and Taketh Away: Potential impact of Circular 06

Equity wrap: VN30 Index and VNFIN Lead Index 3Q23 review estimates

                       ANV VN: AGM 2023 and 1Q23 results updates - Timing of recovery still uncertain

Market wrap: Market tumbled amid profit taking activities

Macro wrap: 1H23 Macro Update: Finding the drivers

Equity wrap: VNM VN (Outperform; TP VND 82,000): Earnings growth in sight- Upgrade to Outperform

                       BCM VN: Growth expectations are positive with revenue recognition from Binh Duong New City in 2023

Market wrap: Financials fuelled market rally

Macro wrap: News briefing

Equity wrap: VEA VN: Affected by gloomy auto consumption

Market wrap: Market marched up on dropping liquidity

Macro wrap: Update on power shortage

Market wrap: Morning hiccup could not stop the retail investors’ buying hunger

Macro wrap: Economic Watch: Resilient FDI inflows propped up economic performance

Equity wrap: PLX VN (Market Perform; TP VND 39,600): AGM Notes

Market wrap: Liquidity keeps at high level, Markets marched up

Macro wrap: Update on public investment

Equity wrap: KBC VN (Outperform; TP VND 33,000): AGM Note

Market wrap: Markets maintained upbeat momentum on decent liquidity

Macro wrap: Update on fiscal policy

Equity wrap: TNH VN: AGM update

Market wrap: Markets surged higher amid flow abundant

Macro wrap: News briefing

Equity wrap: DGW VN: AM notes

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