Daily Call

Market wrap: VN Equities surges higher, sentiment strengthened

Macro wrap: Economy Watch 8M2022: Warning signs in FDI point to a slowdown

Market wrap: VN Equities resilience on edged up liquidity

Macro wrap: Update on inflation forecast

Equity wrap: Vietnam Sugar sector Update: Anti-evasion measures for imported sugar become effective

Market wrap: Bourses bounced back amid hitting hard support level

Macro wrap: Update on shorter settlement cycle

Equity wrap: TCB VN (Outperform; TP VND 51,200): Short-term challenge obscuring long-term prospect

                      QNS VN (Outperform; TP VND 59,800): Sweet growth in 2023

Market wrap: Bourses extend the correction on improved liquidity

Macro wrap: Update on Vietnam economic outlook: Growth might peak in 3Q22

Equity wrap: HCM VN: AGM Notes and 1H22 earnings update

Market wrap: Profit taking hammered the market sentiment, sector rotation at its fastest

Macro wrap: Update on monetary policy

Equity wrap: DIG VN: Modest earning and project development progress

Market wrap: Bourses in slight red on futures expiry date

Macro wrap: News briefing

Equity wrap: CTD VN (Outperform; TP VND 76,400): 1H22 review - Eyes on Lego contract; construction steel price correction to enhance profit margin

Market wrap: VN Equities mixing amid prior to VN30F1M expiry date

Macro wrap: Update on the 14th Vietnam public debt bulletin

Equity wrap: DPM VN (Market Perform; TP VND 48,000): Decelerated earnings growth in 2Q22

Market wrap: Bourses fluctuate on mixing trading themes

Macro wrap: Update on the Power Development Plan VIII

Equity wrap: HDB VN (Outperform; TP VND 32,300): A well-rounded Q2 performance

Market wrap: VN Equities went up in line with global upbeat mode

Macro wrap: Update on the draft amendment of Law on Petroleum

Equity wrap: GAS VN (Outperform; TP VND 135,000): Record high earnings in Q2 thanks to high oil price

Market wrap: VN Equities moved up despite Thursday sales off

Macro wrap: Update on the Express Railway project

Equity wrap: BMP VN (OUTPERFORM; TP VND 71,500): Earnings can continue to benefit from low input cost in 2H22

Market wrap: Despite cooling down of macro numbers, Vn equities hammered heavily

Macro wrap: News briefing

Equity wrap: KDH VN (OUTPERFORM; TP VND 47,000): Steady earnings growth from Q2

Market wrap: OI keep advancing amid concern on US macro numbers, market mixing

Macro wrap: Update on infrastructure development

Equity wrap: HDB VN: A well-rounded Q2 performance

Market wrap: Bourses advance on all time high OI

Macro wrap: Update on the National Assembly Standing Commitee meeting

Equity wrap: SAB VN (Outperform; TP VND 213,000): SAB 2Q22 AM – Solid results

                       FPT VN (Outperform; TP VND 104,000): Investor meeting note

Market wrap: VN equities inched up strongly despite minor profit taking activities

Macro wrap: Vietnam Economy Watch July Trade Data: Exports started to feel the heat

Equity wrap: VNM VN: A bumpy road to recovery

Market wrap: Bourse mix on arbitrage activities

Macro wrap: Update on Samsung investment in Vietnam

Equity wrap: STK VN (UNDERPERFORM; TP VND 45,200): 2Q22 Analyst meeting – Slowdown in orders expected in 2H22