Daily Call

Market wrap: VN equities fluctuated as VN30F1M expiry date

Macro wrap: Update on 8M22 State Budget

Equity wrap: VRE VN (BUY; TP VND 35,200): Back to normal track

Market wrap: VN Equity bounced back on institutional buying

Macro wrap: Update on draft of Vietnam’s National Energy Development Strategy to 2030 and outlook to 2045

Equity wrap: Vietnam ETFs 3Q2022 review results

Market wrap: Bourses edged down on retail panic sales

Macro wrap: Vietnam Economy Watch August Trade Data: Differentiate with tech-driven exporters

Equity wrap: HT1 VN (Market Perform; TP VND 16,000): High coal prices exert downward pressure on profit margins

Market wrap: Bourses sank heavily on multiple headwinds

Macro wrap: Update on credit growth extension and exchange rate movement

Equity wrap: VTP VN (BUY; TP VND 85,500): 6M 2022 update – At the turning point

Market wrap: Financials inched up lift retail sentiment

Macro wrap: Update on the August cabinet meeting

Equity wrap: Vietnam Power Sector Update: To narrow the ASP gap between gas-fired and coal-fired power plants

Market wrap: Bourses traded mix on flash sector rotations

Macro wrap: Update on the Vietnam August manufacturing

Equity wrap: Vietnam Fertilizer Sector Update: Urea price shows early recovery signals

Market wrap: VN equities went sideway despite increasing volume of VN30F2209

Macro wrap: Update on Land Laws revision

Equity wrap: Vietnam ETFs 3Q 2022 review estimates

Market wrap: Liquidity sank, bourses moved quite moderate

Macro wrap: Update on 8M22 State Budget

Equity wrap: KBC VN (BUY; TP VND 43,000): Lack of IP land sales in 1H22

Market wrap: Indices sank in line with global markets

Macro wrap: August macro update

Equity wrap: VSC VN (Market Perform; TP VND 46,500): Flash note on private placement plan

Market wrap: Profit taking activities across the boards

Macro wrap: News brief

Equity wrap: PVD VN (Market Perform; TP VND 23,800): 6M 2022 review and 2022-2023 outlook

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