Daily Call
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Market wrap: Vn equities edge up on easing sentiment upon Fed decision
Macro & Equity wrap: Update on Insurance sector
17/06/2022
DownloadMarket wrap: Bourses sank amid forced selling pressure
Macro wrap: Update on the 1H22 banking review meeting
Equity wrap: BCM VN (BUY; TP VND 80,800): Company Update
16/06/2022
DownloadMarket wrap: Bourses inched up prior to Fed talk this Wed
Macro wrap: Update on inflation control policies
Equity wrap: Vietnam Industrial Park Sector Update: New regulation bringing a more efficient sector
15/06/2022
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Market wrap: Global headwinds wreak havoc across the Bourses
Macro wrap: Update on Vietnam Dong
Equity wrap: REE VN: Eyes on hydropower segment as growth driver
14/06/2022
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Market wrap: VN equities edged down amid fear global inflation
Macro wrap: Update on Vietnam stock market
Equity wrap: Vietnam ETFs 2Q2022 review results
13/06/2022
DownloadMarket wrap: Bourses stayed muted on lesser liquidity
Macro wrap: Update on the 2021 – 2025 banking reform
Equity wrap: PLX VN (Outperform; TP VND 55,000): Earnings can recover in upcoming quarters
10/06/2022
DownloadMarket wrap: Indices extend the gain on improving sentiment
Macro & Equity wrap: Land regulation
09/06/2022
DownloadMarket wrap: VNindex managed to close in green despite morning hiccup
Macro wrap: Vietnam Economy Watch May Trade Data: Trade balance flipped to deficit
Equity wrap: HAH VN (BUY; TP VND 110,000): New Intra-Asia services to open up new growth opportunities
08/06/2022
DownloadMarket wrap: Bourses fluctuated strong on abundant liquidity
Macro wrap: Update on the public investment progress
Equity wrap: DPM VN (Market Perform; TP VND 69,000): AGM documents
07/06/2022
DownloadMarket wrap: Bourses edged down amid raising concerns on inflation
Macro wrap: News brief
Equity wrap: GAS VN (Outperform; TP VND 143,000): A top pick in high oil price environment
06/06/2022
DownloadMarket wrap: Vnindex down amid hitting 1300 resistance level
Macro wrap: Update on the National Assembly Meeting
Equity wrap: PVT VN (BUY; TP VND 26,200): 1Q 2022 update and 2022-2023 outlook
03/06/2022
DownloadMarket wrap: Vn Equities went up amid retail investors sentiment eased
Macro wrap: Update on the Vietnam manufacturing sector
Equity wrap: QNS VN (Outperform; TP VND 60,000): Soymilk margin still under pressure despite positive volume growth
02/06/2022
DownloadMarket wrap: VN equities edged down on profit taking
Macro wrap: Update on 2021 and 1Q22 corporate bond market
Equity wrap: OCB VN (Market Perform; TP VND 23,200): Earnings fall in chasm due to the upswing in bad debt
01/06/2022
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Market wrap: Bourses gained on improved liquidity
Macro wrap: Update on Vietnam tax break policy
Equity wrap: HVN VN: 1Q 2022 results – Shareholder equity in negative territory
31/05/2022
DownloadMarket wrap: Bourses mixed on bottom fishing attempt
Macro wrap: Update on May macro data
Equity wrap: BID VN: Credit quality well managed
30/05/2022
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