Daily Call

Market wrap: Mixing trading on ramped up liquidity 

Macro wrap: Update on National Assembly meeting

Equity wrap: SAB VN (Market Perform; TP VND 182,000): 1Q23 Analyst Meeting - Challenging market conditions

Market wrap: Markets surged amid rumour on reducing policy rate, liquidity healthy on VN30F expiry date

Macro wrap: Update on exchange rate

Equity wrap: GAS VN (Market Perform; TP VND 103,000): Resilient 1Q23 earnings in the face of weakened sales volume

Market wrap: Financials dragged indices down, liquidity healthy

Macro wrap: Update on the banking sector

Equity wrap: VHC VN: 1Q23 results: Weak demand to continue in 1H23

Market wrap: Markets rised on mild decreased liquidity

Macro wrap: Update on VAT cut

Equity wrap: MWG VN: Analyst meeting notes

Market wrap: Mixing trade with improved liquidity

Macro wrap: Update on the Power Development Plan VIII

Equity wrap: VCB VN: Other worldly result

Market wrap: Indices surged on good sentiment

Macro wrap: News brief

Equity wrap: ACV VN: 2023 AGM and 1Q 2023 results note – Recovery in full motion

Market wrap: Indices hiked on upbeat sentiment

Macro wrap: News briefing

Equity wrap: HSG VN (Underperform; TP VND 14,300): 2Q23 Return to profitability, driven by reversal of inventory provisions

                       VEA VN: earnings results: Earnings growth to go into reverse

Market wrap: Liquidity down, retails trader remains cautious

Macro wrap: Vietnam Economy Watch April 2023 Trade Data

Equity wrap: MSN VN (Market Perform; TP VND 84,000): Weak demand and high cost to weigh on earnings

Market wrap: Indices arises amid rumour on policy rate cut

Macro wrap: Update on Jan-Apr 23 state budget

Equity wrap: PNJ VN: AGM Notes

Market wrap: Market mixing, all 1Q23 earnings released

Macro wrap: Update on government monthly cabinet meeting

Equity wrap: BMP VN: Record high earnings in 1Q23

Market wrap: Indices were hammered in line with global peers

Macro wrap: News briefing

Equity wrap: DGW VN (Market Perform; TP VND 32,300): AGM notes and 1Q23 results

Market wrap: Indices closed higher despite domestic ETFs rebalance

Macro wrap: Update for Vietnam macro data in April

Equity wrap: HT1 VN (Market Perform; TP VND 12,000): Poor cement consumption in 1Q23

Market wrap: Markets traded mix prior to domestic ETFs rebalance today

Macro wrap: Update on fiscal policy

Equity wrap: SAB VN (Market Perform; TP VND 198,500): 2023 AGM Notes

                       SCS VN: 1Q 2023 results – Down cycle in action

Market wrap: Markets surges in PM session, liquidity improved

Macro wrap: Update on Power Development Plan VIII

Equity wrap: PVD VN (Market Perform; TP VND 22,000): 2023 AGM flash note 

                      HPG VN (Market Perform; TP VND 19,800): Steel-price correction to weigh on near-term profit margin

Market wrap: Indices down amid long National holidays await

Macro wrap: Update on monetary policy

Equity wrap: TNH VN (Market Perform; TP VND 29,200): 1Q23 results: Higher profit, as patients pay more for care

                     VNM VN (Market Perform; TP VND 82,900): AGM notes: Expecting growth from Q2