Daily Call

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Daily Call
SSI Daily Call with update on Trade data and BVH

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

Macro wrap: Vietnam Economy Watch June Trade Data: Import inflation hitting the trade balance

Equity wrap: BVH VN (Outperform; TP VND 72,400): 2022 AGM note

08/07/2022

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SSI Daily Call with Update on interest subsidy package and banking sector

Market wrap: Bourses break down to new low on extreme fear

Macro wrap: Update on the interest subsidy package

Equity wrap: Banking sector outlook in 2H22

07/07/2022

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SSI Daily Call with Update on State budget and KBC

Market wrap: Bourses DOWN despite Financials gains, others sectors mix

Macro wrap: Update on 1H22 State Budget

Equity wrap: KBC VN (BUY; TP VND 40,300): 2022 AGM Notes

06/07/2022

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SSI Daily Call with Update on June cabinet meeting and PVT

Market wrap: Bourses traded mix amid cautious sentiment towards upcoming Q2/22 earnings released

Macro wrap: Update on the June cabinet meeting

Equity wrap: PVT VN (BUY; TP VND 26,200): 2022 AGM flash note 

05/07/2022

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SSI Daily Call with Update on inflation and steel sector

Market wrap: Bourses sank on early hiccup amid weaken sentiment but still managed closed green

Macro wrap: Update on inflation

Equity wrap: Vietnam Steel Sector Update: Attractive valuation for long term horizon, but short-term risk remains

04/07/2022

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SSI Daily Call with Update on VN30 Index and VNFIN Lead Index 3Q22 preview and AST

Market wrap: Financials mix, steel recover on bourse inched down slightest

Macro wrap: Update on the 2021 standard of living in Vietnam 

Equity wrap: VN30 Index and VNFIN Lead Index 3Q22 review estimates

                    AST VN (Outperform; TP VND 69,000): 2022 AGM: An interesting turnaround stock in the recovery of the aviation industry

01/07/2022

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SSI Daily Call with Update on 1H22 macro data and PAN

Market wrap: Financials mix, steel recover on bourse inched down slightest

Macro wrap: Vietnam 1H2022 Macro Update: Staying above the trend

Equity wrap: PAN VN: Sustainable development strategy to boost earnings amid inflation pressure

30/06/2022

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SSI Daily Call with Update on HVN

Market wrap: Vn equity surged on healthy liquidity

Macro wrap: News briefing

Equity wrap: HVN VN: 2022 AGM notes

29/06/2022

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SSI Daily Call with Update on FDI and DPM

Market wrap: Bourses rallied on improving traded value

Macro wrap: Jump in June FDI inflows boosted overall performance

Equity wrap: DPM VN: AGM Notes

28/06/2022

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SSI Daily Call with Update on Land law and MWG

Market wrap: Indices closed intraday low on muted traded value

Macro wrap: Update on land regulation reform

Equity wrap: MWG VN: Dismal May performance

27/06/2022

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SSI Daily Call with Update on money market movement and Textile and garment sector

Market wrap: Indices inched down despite Financials surge

Macro wrap: Update on money market movement

Equity wrap: Update on textile and garment sector: Inflationary pressure might cause a pullback in demand from major export markets

24/06/2022

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SSI Daily Call with Update on Vietnam public debt and NLG

Market wrap: Indices inched down despite Financials surge

Macro wrap: Update on Vietnam public debt

Equity wrap: NLG VN: Aggressive sales plan to capture market demand

23/06/2022

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SSI Daily Call with Update on inflation and currency and property market

Market wrap: Vnindex extends down on ATH liquidity on Vn30f1m

Macro wrap: Update on inflation and Vietnam Dong

Equity wrap: Property Update: Cooling down while facing uncertainties

22/06/2022

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SSI Daily Call with Update on banking sector and VRE

Market wrap: Vn equities sank on extreme fear of retail investors

Macro wrap: Update on draft Circular on lending activities of credit institutions

Equity wrap: VRE VN (Outperform; TP VND 33,900): Recovery Afoot

21/06/2022

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SSI Daily Call with Update on inflation and PNJ

Market wrap: Vn equities dove to distressed level amid recession fear

Macro wrap: Update on inflation control

Equity wrap: PNJ VN (Outperform; TP VND 142,300): Store visit

20/06/2022

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