Daily Call

Market wrap: Financials ride the indices up, liquidity healthy

Macro wrap: Economic Watch - February 2023 trade data

Equity wrap: VCB VN (Outperform; TP VND 103,750): A mighty fortress

Market wrap: Indices up on improving liquidity

Macro wrap: Update on Build-Transfer project

Equity wrap: PLX VN: Company update

Market wrap: Markets surge with thin liquidity, excitement on 5th patch of Fubon VN ETF

Macro wrap: Update on Jan-Feb state budget and 2023 public disbursement progress

Equity wrap: BMP VN: PVC Pricing Bottomed

Market wrap: Liquidity so low made market dimmed down easily

Macro wrap: Corporate Bond Legal Framework Update

Equity wrap: GMD VN (BUY; TP VND 61,500): Asset sale to support weak core growth in 2023

Market wrap: Markets faded on muted liquidity

Macro wrap: Update on cabinet meeting

Equity wrap: PVS VN: 4Q 2022 update - Higher potential for backlog improvement

Market wrap: Markets just went nowhere amid super low traded value

Macro wrap: News briefing

Equity wrap: PC1 VN: A versatile growth vehicle

Market wrap: Markets raises on improved liquidity 

Macro wrap: Update on 2023 credit growth and PMI data

Equity wrap: NLG VN: Q4 presales continued to shrink

Market wrap: Indices up on modest liquidity, Street Talks on Vingroup assets sales process

Macro wrap: Update on February macro data

Equity wrap: KDH VN: Solid fundamental in a time of market turbulence

Market wrap: Bad rumors dimmed the market down further

Macro wrap: Weekend developments  

Equity wrap: MWG VN: Dismal earnings persist

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