Daily Call

Market wrap: Bourses went sideways on abundant liquidity

Macro wrap: Bank Debt Forgiveness SOEs to be Redeemed

Equity wrap: VSC VN (Market Perform; TP VND 46,500): 2022 AGM notes

Market wrap: Bourses traded mix amid global indices shake out  

Macro wrap: Update on the banking sector action plan

Equity wrap: Banking sector update: Solid growth maintained amongst JSCBs in 1Q22  

Market wrap: VN equities lingered around 1500 threshold on risk on sentiment

Macro wrap: Update on the National Assembly Standing Commitee meeting

Equity wrap: DBD VN (BUY; TP VND 73,000): Rare to-buy case left among pharma players, with big leap from the new GMP-EU factory

Market wrap: Bourses continued upbeat momentum on above 1M average liquidity

Macro wrap: Update on the public investment progress

Equity wrap: HSG VN (Market Perform; TP VND 41,300): AGM Notes

Market wrap: VN equities gained on ETFs Review date

Macro wrap: Economy Watch: March bimonthly trade data and retail pump prices

Equity wrap: VIB VN: AGM notes

Market wrap: VN equities gained on ETFs Review date

Macro wrap: Update on SOE reform

Equity wrap: FMC VN (Outperform, TP VND 67,400): Company update

Market wrap: Bourses mixed on VN30F2203 expiry date

Macro wrap: Update on the 2022 – 2023 Covid-19 strategy: From pandemic to endemic

Equity wrap: DPG VN (Market Perform; TP VND 83,200): Launch of the Con Tien real estate project to help maintain growth in 2022

Market wrap: Bourses extended the gain on muted liquidity

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

Equity wrap: DXG VN: Analyst Meeting Note

Market wrap: 3y trendline supported the gain on Vietnam equities

Macro wrap: Update on the amendents of the Land Law

Equity wrap: VHC VN (Market Perform; TP VND 86,800): 2M22 Update – Rising ASP amidst rising costs

Market wrap: Bourses dove on fear of uncertainties

Macro wrap: News briefing

Equity wrap: VNM VN (Outperform; TP VND 90,000): Milk powder prices to stay high

Market wrap: Bourses inched up after several days under selling pressure

Macro wrap: Government resolution for the February meeting

Equity wrap: Vietnam ETFs 1Q2022 review results

Market wrap: Bourses inched up after several days under selling pressure

Macro wrap: Update on the retail pump price and inflation pressure

Market wrap: Vnindex managed to closed green on abundant liquidity

Macro wrap: Economy Watch Jan-Feb trade remained robust

Equity wrap: BID VN (Market Perform; TP VND 42,300): Impressive profit growth potential in 2022 but likely priced in

Market wrap: VN equities edged down strongly on multiple tensions headwinds

Macro wrap: Update on February credit growth

Equity wrap: PC1 VN (Outperform; TP VND 48,800): Gas price escalation to support PC1 wind power’s utilization rate

Market wrap: Bourses traded mix on global headwinds

Macro wrap: Update on the bad debt resolution

Equity wrap: DGC VN (BUY; TP VND 214,000): Elevated price of yellow phosphorus to boost 2022 earnings