Daily Call

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

Market wrap: Real estate tickers dove drag indices down

Macro wrap: Vietnam’s 3Q22 Balance of Payments: Pressure on financial account

Equity wrap: PVS VN (Market Perform; TP VND 22,700): Lack of short-term catalyst

Market wrap: Indices up on financials gain

Macro wrap: News briefings

Equity wrap: Vietnam ETFs 4Q22 review results

Market wrap: Indices up on financials gain

Macro wrap: Update on the Vietnam monetary policy: Early signs of liquidity support from SBV

Equity wrap: DPM VN (Market Perform; TP VND 46,300): Attractive dividend to stabilize the share price amid earnings deterioration

Market wrap: Markets fluctuated hard despite VIC gain on Vinfast IPO deal announcement

Macro wrap: Update on 11M22 State Budget

Equity wrap: HAH VN (BUY; TP VND 42,800): Shipping already sailed through worst of storm. Upgrade to BUY

Market wrap: Indices fell hard on profit taking activities

Macro wrap: News briefing

Equity wrap: PLX VN: 3Q22 results and EGM notes: 2022 earnings may bottom out