Daily Call

Market wrap: Markets nosedove on toxic rumors

Macro wrap: Update on the January FOMC meeting and Vietnam money market movements

Equity wrap: Vietnam Food & Beverage Sector Update: Margin improvement to be the only silver lining in the high inflation cloud

Market wrap: Morning hiccup could not stop the whole day rally

Macro wrap: Update on KRX launch progress

Equity wrap: Vietnam Insurance Sector Update: High interest rates to offer silver lining for insurers

Market wrap: Profit taking on large cap dragged indices down

Macro wrap: Update on the revised methodology for LDR calculation

Equity wrap: REE VN (Outperform; TP VND 87,500): 4Q22 led by hydropower segment and a better-than-expected 2022 earnings

Market wrap: Indices Lunar New Year debut with a gain

Macro wrap: Update on January macro data

Equity wrap: Vietnam Oil&Gas Sector Update: Oil price can stabilize from 2022 peak, but is likely to remain high

Market wrap: Markets up despite Vn30f1m expiry

Macro wrap: Update on the price situation during the Tet holidays

Equity wrap: HPG VN (Market Perform; TP VND 18,000): Maintaining negative earnings in 4Q22 due to record-low utilization rate

Market wrap: Markets surged amid strong inflow

Macro wrap: Update on Directive 01 on the banking sector

Equity wrap: Vietnam Retail Sector Update: Navigating the trough

Market wrap: Markets surged amid strong inflow

Macro wrap: Update on the government bond 2023 issuance plan

Equity wrap: Vietnam Electricity Sector Update: Thermal power heat

Market wrap: Indices up strongly on Financials surges

Macro wrap: Update on Property-related Taxes

Equity wrap: HOSE Index 1Q23 review results

Market wrap: Markets mildly up despite huge put though trade on EIB

Macro wrap: Weekend news briefing

Equity wrap: Vietnam Fertilizer Sector Update: High net cash position to cushion the share price drops

Market wrap: Indices up slightest on stocks moving sideways

Macro wrap: Update on the exchange rate movement

Equity wrap: Vietnam Fisheries Sector Update: 2023E EPS decline given high base

Market wrap: Indices went sideways amid cautious sentiment

Macro wrap: Vietnam Economy Watch 2022 Trade Data

Equity wrap: Vietnam Banking Sector Update: More questions than answers

Market wrap: Liquidity is mildly up on muted liquidity

Macro wrap: Update on the new framework for renewable prices

Equity wrap: Vietnam Steel Sector Update: Profit margin can improve thanks to price stabilization, but uncertainty remains on the demand side

Market wrap: Liquidity strongly on profit taking activity, Indices down

Macro wrap: Update on the interest subsidy program

Equity wrap: Vietnam Textile and Garment Sector: Expecting headwinds, as sales volume projected to decline

Market wrap: Bourses surged strongly despite morning fluctuation

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

Equity wrap: Vietnam Industrial Park Real Estate Sector: Limited supply, positive outlook in 1H23

Market wrap: Bourses mildly increased on liquidity healthy

Macro wrap: Update on the 2022 public investment progress

Equity wrap: Vietnam Insurance Sector Update