Daily Call

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

Market wrap: Indices sank prior to next Fed rate hike decision

Macro wrap: Corporate bond legal framework updates

Equity wrap: AST VN (Outperform; TP VND 69,000): Earnings turnaround after eight consecutive quarters of losses

Market wrap: Liquidity improved on ETF rebalancing day

Macro wrap: News brief

Equity wrap: Update on Pharmaceutical retail sector

Market wrap: Quiet trading activities in VN30F1M expiry date

Macro wrap: Update on 2022 public investment progress

Equity wrap: KDC VN: 1H22 results: Optimization of current operations and business expansion

Market wrap: Bourses survived heavy sales off by a mild decline

Macro wrap: Update on the revision of the Law on Residential Housing

Equity wrap: OCB VN (Market Perform; TP VND 22,500): Bank faces obstacles ahead

Market wrap: Bourses went sideway whole day then shot up on Financials gain

Macro wrap: On the Newest Update of Decree 153

Equity wrap: DRC VN (Outperform; TP VND 34,400): Raw material price correction to support 2H22 earnings growth