Daily Call

Market wrap: Market swinged hard amid news/rumor on default cases

Macro wrap: Update on social housing 

Equity wrap: HT1 VN (Market Perform; TP VND 13,400): Softer Coal Prices Should Lead to EPS Rebound

Market wrap: Markets down further on weak sentiment

Macro wrap: VN govt issuing bonds smoothly amidst public investment boom, some NVL bond batches in question  

Equity wrap: DGW VN: Analyst meeting note: Short term headwinds to offer cheap valuation for investment horizon beyond 2023

Market wrap: Indices sank amid news on NVL announce delay payment on corporate bond

Macro wrap: Update on the corporate bond market

Equity wrap: VHC VN (Market Perform; TP VND 63,000): 4Q22 Results – Weakness To Continue Despite China Re-opening 

Market wrap: Indices up on Gov promised incentives package

Macro wrap: Economic Watch: Trade data shows the weakening trend continued

Equity wrap: HSG VN & NKG VN: The worst has been over 

Market wrap: Indices managed to go up despite noise on RE market Gov conference

Macro wrap: Update on the government conference on property market  

Equity wrap: Vietnam ETFs 1Q 2023 review estimates

Market wrap: Muted liquidity on the VN30f1m expiry day, indices advanced cautiously

Macro wrap: Update on the conference on the property sector

Equity wrap: QNS VN (Outperform; TP VND 43,000): How Sweet It Is

Market wrap: Indices moved up on muted traded value

Macro wrap: Update on the progress of the amendments of Decree 65

Equity wrap: DPM VN (Underperform; TP VND 38,700): 2023 earnings likely to drop from last year’s record high

Market wrap: Markets retreated amid weak sentiment

Macro wrap: Update on conference on the property sector

Equity wrap: IDC VN (BUY; TP VND 51,400): Strong ROI of 107%

Market wrap: Markets retreated amid weak sentiment

Macro wrap: Fiscal support structures in 2023

Equity wrap: PVD VN (Market Perform; TP VND 22,000): 4Q 2022 earnings call – Back to profitability

Market wrap: Markets dove hard with muted liquidity

Macro wrap: News briefing

Equity wrap: ACB VN (BUY; TP VND 30,900): Best House In A Bad Neighborhood

Market wrap: Indices traded mix again, liquidity weakened

Macro wrap: Economic Watch - January 2023 trade data

Equity wrap: HPG VN (Market Perform; TP VND 20,000): Potential 2023 earnings recovery has been priced in

Market wrap: Markets traded mix on mild liquidity

Macro wrap: Update on SBV conference on credit flows to the real estate sector

Equity wrap: Vietnam Healthcare Sector Update: Normalized earnings growth

Market wrap: Indices dove hard on profit taking

Macro wrap: Update on 2022 public disbursement progress

Equity wrap: Vietnam Aviation Sector Update: Fast forwarding to full recovery

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the new average retail electricity price band

Equity wrap: STK VN (Underperform; TP VND 28,600): Sharp decline in gross profit margins

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the Ministry of Industry and Trade conference

Equity wrap: Vietnam Seaports & Logistics Sector Update: Bracing for headwinds in a downcycle