Daily Call

Market wrap: Indices surged, VN30F1M flash short squeezed, liquidity abundant

Macro wrap: News briefing

Equity wrap: PNJ VN (Market Perform; TP VND 81,400): April performance to better reflect the current state of the economy

Market wrap: Market remained robust up thrust momentum, sellers dried up 

Macro wrap: Vietnam Economy Watch May 2023 Trade Data

Equity wrap: MVIS Vietnam Index 2Q 2023 review results

Market wrap: Indices eased down, liquidity hit above USD1bn for a long time

Macro wrap: Update on MSCI 2023 market classification

Equity wrap: VNM VN (Market Perform; TP VND 74,700): Domestic sales continued to be weak

Market wrap: Indices maintained upbeat momentum, liquidity rising

Macro wrap: Update on power shortage

Equity wrap: TRA VN (Market Perform; TP VND 97,000): Lower demand creating headwinds

Market wrap: Market rallied with liquidity estimated at +30% MoM

Macro wrap: Update on the 5M23 public investment disbursement and power shortage

Equity wrap: STB VN: 1Q23 results update

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap: Update on May cabinet meeting

Equity wrap: FTSE Vietnam Index 2Q23 results

                       TPB VN: 1Q23 results update

Market wrap: VNindex pierced Ma200 threshold amid Financials surged

Macro wrap: Update on May cabinet meeting

Equity wrap: Impact of Block B project on Oil and gas stocks

Market wrap: Markets remained upward momentum despite multiple bad headlines

Macro wrap: News briefing

Equity wrap: Farming Sector Update

Market wrap: Markets mixing with incremental liquidity, momentum remained

Macro wrap: Update on the GDP growth outlook

Equity wrap: GMD VN (Outperform; TP VND 61,500): Analyst meeting: Weak external demand is the main theme

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