Daily Call

Market wrap: Index murdered extreme fear retail investors

Macro wrap: Update on Land Laws revision

Equity wrap: VIB VN (Market Perform; TP VND 30,700): Shifting gears in bancassurance

Market wrap: Indices continue managing to close higher despite 1.5-year low liquidity

Macro wrap: Update on ‘Zero Dong’ banks

Equity wrap: ACB VN (BUY; TP VND 43,000): Burden off the bank’s shoulders

Market wrap: Indices backed to green after morning nosediving

Macro wrap: Update on Vietnam tourist arrivals post Covid-19

Equity wrap: SAB VN (Outperform; TP VND 188,000): An encouraging start

Market wrap: Retail investor in selling frenzy, at all cost

Macro wrap: News brief

Equity wrap: HPG VN (Outperform; TP VND 50,600): Valuation has retreated to attractive level

Market wrap: Bourses plummeted hard amid global heavy turbulence

Macro wrap: Weekend highlights at a glance

Equity wrap: GMD VN (Outperform; TP VND 65,000): Earnings growth accelerating with Gemalink and Nam Dinh Vu Phase 2

Market wrap: Main indices managed to closed higher despite Fed hawkishness talk

Macro wrap: Update on retail pump prices

Equity wrap: Update on banking sector: AGM & 1Q2022 flash note

Market wrap: Bourses down further on liquidity muted

Macro wrap: Update on May Fed meeting & Vietnamese economy implications

Equity wrap: DCM VN (Outperform; TP VND 48,900): AGM notes and 1Q22 results

Market wrap: VN equities gained more on improved liquidity

Macro wrap: Update on April macro data

Equity wrap: MSH VN (Market Perform; TP VND 97,800): AGM Notes

Market wrap: Liquidity weakening lead indices traded mix

Macro wrap: Update on corporate bond market and Directive 01/BTC

Equity wrap: HT1 VN (Market Perform; TP VND 17,500): 2022 earnings can recover from 2021 bottom

Market wrap: VN equities spiked on weak liquidity despite global headwinds 

Macro wrap: Update on 2022 public investment disbursement progress and government bond issuance

Equity wrap: MWG VN (BUY; TP VND 196,000): AGM note - BHX may not reach breakeven in 2022, but capital raise still on track

Market wrap: VN equities surged back amid several relaxing talk of Gov

Macro wrap: Economy Watch 4M2022 FDI: Momentum remains

Equity wrap: VHC VN (Outperform; TP VND 101,300): AGM Note and 1Q22 Results – Solid earnings thanks to rising ASP in all export markets

Market wrap: Indices nosedived despite P/e ratio fall to 3-year low

Macro wrap: Looking beyond the horizon

Equity wrap: KDH VN: AGM notes: Steady profit plan for 2022

Market wrap: Vnindex ended 6 day in a row in red with a slight increase, liquidity healthy  

Macro wrap: News brief

Equity wrap: NKG VN (Outperform; TP VND 50,000): AGM notes: Earnings to remain strong over the short term

Market wrap: The Market Can Remain Irrational Longer Than You Can Remain Solvent

Macro wrap: Update on the corporate bond regulatory tightening measures

Equity wrap: NVL VN: Accelerated development of megacity and hospitality projects

Market wrap: Panic spreading to extreme level

Macro wrap: Update on the government bond market

Equity wrap: FRT VN: AGM Notes