Daily Call

Market wrap: Indices managed to close in green amid Bank run at Saigon Commercial Bank tamed

Macro wrap: Vietnam Economy Watch Sept Trade Data: Clearer signals for weakening exports

Equity wrap: Vietnam Fishery sector Update: Weakening demand in September 2022

Market wrap: Rumors in the air dragged indices down further

Macro wrap: News briefing

Equity wrap: ACV VN: Company Update

Market wrap: Bourses sank again on arbitrage activities surging

Macro wrap: Update on the 3Q22 labor market

Equity wrap: FPT VN (Outperform; TP VND 96,600): Internal strength to survive from recession

Market wrap: Bourses bounced back strongly on 3 month low liquidity

Macro wrap: Update on new draft Circular on the SBV management of the Vietnam foreign currency reserves

Equity wrap: PHR VN (Outperform; TP VND 69,000): 2H22 resilient earnings growth thanks to land compensation income

Market wrap: Indices headed south on panic selling

Macro wrap: News briefing

Equity wrap: PVS VN: 1H 2022 review and 3Q 2022 earnings preview

Market wrap: Indices extended losing streak despite over expected macro number released

Macro wrap: Update on inflation price controls

Equity wrap: NVL VN (Market Perform; TP VND 80,700): Earnings quality likely to improve in 2022-2023 while leverage stays high

Market wrap: Indices surged higher from midday panic forced selling

Macro wrap: Update on cabinet meeting

Equity wrap: VNDiamond Index 4Q22 review estimates 

Market wrap: Indices extended losing streak despite over expected macro number released

Macro wrap: Vietnam macro update: Growth peaked in Q3 2022, and 2023 to be in focus

Equity wrap: HAH VN (Outperform; TP VND 54,000): Company visit note

Market wrap: Indices sank again on muted liquidity

Macro wrap: Update on Vietnam Balance of Payments

Equity wrap: MWG VN (BUY; TP VND 87,800): August results

Market wrap: Bourses headed south amid waterfall effect

Macro wrap: News briefing

Equity wrap: Vietnam Textile and Garment Sector Update: Expecting headwinds until 1H23

Market wrap: Indices broke down amid retail fragile sentiment

Macro wrap: Resilient FDI inflows but cloudy outlook ahead

Equity wrap: Vietnam Shipping sector Update

Market wrap: Quiet trading day with minimum liquidity on bourses

Macro wrap: Update on monetary policy

Equity wrap: GAS VN (Outperform; TP VND 128,000): High oil prices driving 2022 earnings towards highest since 2015

Market wrap: Indices eased down on muted liquidity

Macro wrap: 2022 Vietnam monetary policy: SBV officially raises rates

Equity wrap: PNJ VN (BUY; TP VND 139,200): Resilient growth despite inflationary pressure

Market wrap: Indices eased down on muted liquidity

Macro wrap: Update on September Fed meeting

Equity wrap: Vietnam Property Sector Update: Potential impact from Decree 65 on corporate bond issuance

Market wrap: Indices bounced back on institutional buying

Macro wrap: Update on credit management

Equity wrap: PAN VN: Solid core platform to fuel earnings growth