Daily Call

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Daily Call
SSI Daily Call with Update on Land law and Port sector

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

29/07/2022

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SSI Daily Call with Update on Money market and Aviation sector

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

28/07/2022

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SSI Daily Call with Update on Public investment and HPG

Market wrap:  Bourses inched down on liquidity moderate

Macro wrap:  Update on the 2022 public investment progress

Equity wrap:  HPG VN: 2Q22 flash notes

27/07/2022

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SSI Daily Call with Update on Monetary policy and TPB

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

26/07/2022

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SSI Daily Call with Update on Automobile sector and VIB

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

25/07/2022

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SSI Daily Call with Update on PNJ

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

22/07/2022

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SSI Daily Call with Update on corporate bond market and IPs sector

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

21/07/2022

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SSI Daily Call with Update on banking 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

20/07/2022

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SSI Daily Call with Update on State budget and HOSE Index 3Q22 review results

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

Macro wrap: Update on 1H22 State Budget 

Equity wrap: HOSE Index 3Q22 review results 

19/07/2022

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SSI Daily Call with Update on banking sector and VHC

Market wrap: Indices down on improved liquidity

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

Equity wrap: Update on fishery sector and VHC

18/07/2022

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SSI Daily Call with Update on F&B sector

Market wrap: Brokerage rally fueled the gain of index, Financials share same mood

Macro wrap: News briefing

Equity wrap: Food & Beverage Sector Outlook 2H2022-2023: Time to stay defensive

15/07/2022

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SSI Daily Call with Update on labour market and retail sector

Market wrap: Bourses inched down despite Financials gain

Macro wrap: Update on the 2Q22 and 1H22 labor market

Equity wrap: Retail Sector Update

14/07/2022

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SSI Daily Call with Update on capital market development and healthcare sector

Market wrap: Indices surged higher on relaxing sentiment

Macro wrap: Update on new Resolution 86/2022/NĐ-CP

Equity wrap: Healthcare Sector Outlook 2H2022 & 2023

13/07/2022

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SSI Daily Call with Update on husbandry sector and DBC

Market wrap: Bourses tumbled amid rumours on Vingroup top executive member  

Macro wrap: Update on retail pump prices

Equity wrap: Update on husbandry sector and DBC

12/07/2022

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SSI Daily Call with update on July market outlook

Market wrap: Vn equities bounced back on 20 months low traded value

Macro wrap: News briefing

Equity wrap: July market outlook

11/07/2022

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