Daily Call

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Daily Call
SSI Daily Call with Update on public investment and MWG

Market wrap: Banking stocks lead the indices to edge higher

Macro wrap: Update on public investment

Equity wrap: MWG VN: Accumulating market share to support long term growth

24/08/2020

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SSI Daily Call with Update on August trade data and PLX

Market wrap: HNX-Index surges to record high while VN-Index tumbles from blue-chips pressure

Macro wrap: Update on Vietnam trade in first half of August

Equity wrap: PLX VN: Expecting a recovery in 2H20

21/08/2020

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SSI Daily Call with Update on VHM

Market wrap: Stocks edge higher prior to August future expiry date

Macro wrap: Update on monetary policy

Equity wrap: VHM VN (BUY; TP VND 113,000): Positive presales and solid earnings maintained in 1H20, despite of Covid-19

20/08/2020

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SSI Daily Call with Update on VSC

Market wrap: Both bourses edge lower as foreign net selling extends

Macro wrap: Update on Public Private Partnership projects in the area of transportation infrastructure

Equity wrap: VSC VN (Market Perform; TP VND 36,700): 2Q2020 Earnings call: Margin improvement amid strong headwind

19/08/2020

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SSI Daily Call with Update on HVN

Market wrap: Blue-chips narrow VN-Index losing gap before closing time 

Macro wrap: Update on stimulus package

Equity wrap: HVN VN (SELL; TP VND 18,600): 2020 AGM note

18/08/2020

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SSI Daily Call with Update on TCB and 3Q20 Vietnam ETFs rebalancing preview

Market wrap: Heavy selloffs pressure both bourses to fall

Macro wrap: Update on SOE reform, public investment and CCP 

Equity wrap: TCB VN (Outperform; TP VND 22,200): 2Q2020 earnings call: CASA and bond business in the limelight

                         Update on 3Q20 Vietnam ETFs rebalancing preview

17/08/2020

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SSI Daily Call with Update on public investment and VPB

Market wrap: Indices edge higher amid positive news on the virus vaccine

Macro wrap: Update on long term plan for transportation infrastructure projects

Equity wrap: VPB VN (TP VND 25,000): Maintain Market Perform Rating

14/08/2020

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SSI Daily Call with Update on 7M Trade data and VTP

Market wrap: VN-Index edges slightly higher on muted liquidity

Macro wrap: Update on Vietnam export in July

Equity wrap: VTP VN (BUY; TP VND 157,000): 1H 2020 business results: Growth path disrupted but still in positive range

13/08/2020

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SSI Daily Call with Update on public debt and BID

Market wrap: Bourses trade mix amid lingering foreign selloffs

Macro wrap: Update on public debt

Equity wrap: BID VN (Market Perform; TP VND 43,650): A positive quarterly earnings but hint signs of profit decline in the coming quarters

12/08/2020

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SSI Daily Call with Update on SOE reform and FPT

Market wrap: Indices inch higher despite foreign net selling escalates 

Macro wrap: Update on SOE reform

Equity wrap: FPT VN (Outperform; TP VND 56,400): Analyst Meeting – Solid 2020 growth; Shifting to in-house software products

11/08/2020

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SSI Daily Call with Update on state budget and NLG

Market wrap: Mix trading continues amid foreign net selling returns

Macro wrap: Update on state budget

Equity wrap: NLG VN: 1H2020 business results:  A quiet half year   

10/08/2020

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SSI Daily Call with Update on SOE reform and CTG

Market wrap: Stocks trade mix on profit locking pressure

Macro wrap: Update on SOE reform

Equity wrap: CTG VN (Outperform): 2Q2020 earnings flash note 

07/08/2020

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SSI Daily Call with Update on public investment and REE

Market wrap: Both bourses maintain 3 consecutive day gain amid higher traded volume

Macro wrap: Update on public investment

Equity wrap: REE VN (Outperform; TP VND 38,100): Stable Cashflow from Office Leasing and Water Supply

06/08/2020

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SSI Daily Call with Update on industrial production index and MWG

Market wrap: Both indices up higher despite foreign net selling returns 

Macro wrap: Update on industrial production

Equity wrap: MWG VN: June results in-line with SSI forecasts 

05/08/2020

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SSI Daily Call with Update on cabinet meeting and POW HDB

Market wrap: Blue-chips surge bringing the bourses into green

Macro wrap: Update on cabinet meeting

Equity wrap: POW VN (Outperform; TP VND: 12,000): Uncertainty about Ca Mau Bad Debt Load; Target Price Cut

                       HDB VN: Better than expected 2Q PBT growth

04/08/2020

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