Daily Call

Market wrap: Bourses surged on improved traded value

Macro wrap: Update on the 2022 overview and 2023 outlook conference

Equity wrap: STB VN (BUY; TP VND 29,500): Wipe out legacy accruals helps NIM stand out

Market wrap: Bourses down on 2 year low liquidity

Macro wrap: News brief

Equity wrap: VN30 Index and VNFIN Lead Index 1Q23 review estimates

                       GMD VN (BUY; TP VND 57,400): Flash update on the sale of Nam Hai Dinh Vu port

Market wrap: Indices fluctuated, liquidity dried up at 2 year low level

Macro wrap: 2022 Macro Recap: A slower Q4, but overall a powerhouse 2022

Equity wrap: ACV VN: 2022 result preview – China reopening in high speed

Market wrap: Bourses surged on minimum traded value

Macro wrap: Update on Vietnam macro data for 2022

Equity wrap: KBC VN (Outperform; TP VND 28,000): EGM Note

MWG VN (Market Perform; TP VND 43,500): November results

Market wrap: Bourses surged on minimum traded value

Macro wrap: Update on 2022 banking overview meeting

Equity wrap: GAS VN (Outperform; TP VND 128,000): 2022 results in line with expectation

Market wrap: Seasonal squeezed liquidity led market down

Macro wrap: Update on 2022 Vietnam FDI: Diversification play took the spotlight

Equity wrap: Update on QNS 2022 prelim results and sugar sector

Market wrap: Markets fluctuate amid dried up liquidity

Macro wrap: Update on the National Assembly extraordinary meeting

Equity wrap: BSR VN: Weak 4Q22 earnings due to volatile oil price

Market wrap: Markets up on big movement on EIB VN shareholders’ structure

Macro wrap: News briefing

Equity wrap: Update on farming sector and DBC

Market wrap: Market tumbled trigger foreign hug net buy

Macro wrap: Update on money market movement

Equity wrap: PNJ VN (Outperform, TP VND 117,000): November results

Market wrap: Market tumbled trigger foreign hug net buy

Macro wrap: Update on inflation

Equity wrap: DRC VN (Market Perform; TP VND 23,300): Deteriorating overseas demand

Market wrap: Indices weakened till the end amid less foreign flow

Macro wrap: Update on the 2022 state budget estimate overview meeting and 2023 state budget plan

Equity wrap: FPT VN (Outperform; TP VND 95,400): Double-digit growth from Global IT & offset negatives in Domestic IT & Online Advertising

Market wrap: Markets lingered in green whole day, liquidity dropped significantly

Macro wrap: News briefing

Equity wrap: TPB VN: Company Update

Market wrap: Markets lingered in green whole day, liquidity dropped significantly

Macro wrap: News briefing

Equity wrap: VGC VN (Market Perform; TP VND 45,500): Strong profit growth in 2022, but difficult to maintain in 2023

Market wrap: Indices went sideways prior to VN30f1m expiry

Macro wrap: Update on December Fed meeting and Vietnam exchange rate

Equity wrap: ANV VN (Market Perform; TP VND 25,100): Earnings tumbled as pangasius ASP shrank

Market wrap: Markets up on multiple good news

Macro wrap: Vietnam corporate bond market: The first steps towards a streamlined legal framework

Equity wrap: VHC VN (Market Perform; TP VND 69,200): 11M22 update – Lowest monthly pangasius sales recorded year-to-date