Daily Call

Market wrap: Bourses fluctuate on arbitrage activities emerged

Macro wrap: Update on the money market movement

Equity wrap: TNH VN (BUY; TP VND 53,800): Update on H1 2022 & Onward Outlook: Short-term growth looks ordinal but long-term outlook is getting more solid with favorable factors

                       MSB VN: 2Q22 results

Market wrap: Geopolitical tension cannot stop VN Equity rally

Macro wrap: Update on the July cabinet meeting

Equity wrap: HPG VN (Outperform; TP VND 27,600): Earnings may bottom out in the coming quarters

Market wrap: VN Equities extend the rally on mega cap gain

Macro wrap: Update on the domestic gold market

Equity wrap: NLG VN (Outperform; TP VND 48,000): Improved earning in Q2 thank to handover in Akari and Southgate project

Market wrap: VN Equities surged despite mixing 2Q earnings released

Macro wrap: Update on July PMI manufacturing

Equity wrap: VHC VN (Market Perform; TP VND 82,400): 2Q22 Update – Earnings peaked in 2Q22   

Market wrap: Bourses retreated on Vietnam GSO numbers released

Macro wrap: July Macro Update: Mixed performance and cautious outlook ahead

Equity wrap: VCB VN (Outperform; TP VND 90,700): A strong showing across all operations

                       CTG VN: Earnings beat estimate but asset quality disappointed

Market wrap:  VN equity surged amid easing sentiments, liquidity abundant

Macro wrap:  Update on Land Laws revision

Equity wrap:  Vietnam Port Sector Outlook in 2H22 and 2023 onwards

Market wrap:  Bourses inched up despite Fed decision coming up

Macro wrap:  Update on July Fed meeting and Vietnam money market movements

Equity wrap:  Update on Aviation Sector

Market wrap:  Bourses inched down on liquidity moderate

Macro wrap:  Update on the 2022 public investment progress

Equity wrap:  HPG VN: 2Q22 flash notes

Market wrap:  VN equities eased down on multiple uncertainties hovering

Macro wrap:  2022 Vietnam monetary policy: Time for an official turning point?

Equity wrap:  TPB VN: Actively reducing exposure to corporate bond

Market wrap:  Bourses mix prior to Fed decision this week

Macro wrap:  Update on infrastructure investment

Equity wrap:  Automobile Sector Outlook 2H2022 & 2023

                       VIB VN: 2Q22 results

Market wrap: Vn Equities inched up on Vn30f1m expiry date

Macro wrap: News briefing

Equity wrap: PNJ VN (Outperform; TP VND 136,800): 2Q22 analyst meeting – Impressive growth on all sales channels

Market wrap: Vn Equities poised for a global relief rally, sectors all gain

Macro wrap: Update on the corporate bond market

Equity wrap: Vietnam Industrial Parks Update: New regulations bringing a more efficient sector

Market wrap: Bourses mix on quiet trading day, sentiment eased

Macro wrap: Update on the air travel recovery

Equity wrap: Update on banking sector

Market wrap: Indices inched down prior to VN30F1M expiry, sectors mix

Macro wrap: Update on 1H22 State Budget 

Market wrap: Indices down on improved liquidity

Macro wrap: Update on central bank conference on 1H22 review (and 2H22 action plan)