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Daily Call
SSI Daily Call with Update on insurance sector

Market wrap: Vn equities edge up on easing sentiment upon Fed decision

Macro & Equity wrap: Update on Insurance sector

17/06/2022

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SSI Daily Call with Update on banking sector and BCM

Market 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

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SSI Daily Call with Update on inflation and Vietnam Industrial Park sector

Market 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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SSI Daily Call with Update on currency and REE

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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SSI Daily Call with Update on stock exchange development and Vietnam ETFs 2Q22 review

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

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SSI Daily Call with Update on Banking sector reform and PLX

Market 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

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SSI Daily Call with Update on Land Law

Market wrap: Indices extend the gain on improving sentiment

Macro & Equity wrap: Land regulation

09/06/2022

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SSI Daily Call with Update on Trade data and HAH

Market 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

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SSI Daily Call with Update on public investment and DPM

Market 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

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SSI Daily Call with Update on GAS

Market 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

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SSI Daily Call with Update on the National Assembly Meeting and PVT

Market 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

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SSI Daily Call with Update on manufacturing sector and QNS

Market 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

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SSI Daily Call with Update on corporate bond market and OCB

Market 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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SSI Daily Call with Update on Vietnam tax break policy and HVN

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

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SSI Daily Call with Update on May macro data and BID

Market 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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