Daily Call

Market wrap: VN equities extend the rally on abundant liquidity

Macro wrap: Update on reopening plan

Equity wrap: MBB VN (Outperform; TP VND 40,000): Robust growth trajectory to be maintained in 2022

Market wrap: VN equities ended sharply higher on fading fear

Macro wrap: Update on the cabinet meeting

Equity wrap: QNS VN (BUY; TP VND 61,000): Soymilk volume recovery well on track

Market wrap: Indices retreated on growing tensions fear

Macro wrap: News briefing

Equity wrap: HAH VN (BUY; TP VND 106,000): Sustained high freight rates into 2023 boost earnings estimates

Market wrap: VN equities inched up on fading fear of Global tensions

Macro wrap: Update on the SOE reform meeting

Equity wrap: Impact of expected natural gas shortage in Europe on fertilizer sector

Market wrap: Bourse traded mix amid ongoing Ukraine tensions

Macro wrap: February macro review: Moderate growth amid Omicron spread

Equity wrap: HSG VN (MP; TP VND 41,300) & NKG VN (OP; TP VND 50,000): Steel price rebound can support earnings in the short term, export remains resilient

Market wrap: VN equities recovered in line with global indices 

Macro wrap: Initial assessment on Russia-Ukraine conflict  

Equity wrap: Vietnam ETFs 1Q 2022 review estimates 

Market wrap: VN equities plummeted on escalated global conflicts

Macro wrap: Update on the interest subsidy package

Equity wrap: VPB VN (Outperform; TP VND 44,500): Fundamentals to improve in 2022

Market wrap: Vnindex lingered above 1500 threshold on diminishing liquidity

Macro wrap: Update on FTSE classification upgrade

Equity wrap: MWG VN (BUY; TP VND 174,000): A beneficiary of economy reopening

Market wrap: VN indices tumbled amid fear on Geopolitical tension

Macro wrap: Update on the progress of 2022-2023 stimulus package

Equity wrap: STB VN (Outperform; TP VND 40,000): Legacy assets clearance was on track

Market wrap: Vietnam equities inched up amid fading fears

Macro wrap: Update on the retail pump prices

Equity wrap: Nova Consumer Group JSC (NCG): IPO report - Diversification from agriculture to consumer goods

Market wrap: Bourses mixing trade with improved liquidity

Macro wrap: News briefing

Equity wrap: BMP VN (Outperform; TP VND 67,000): Earnings can rebound strongly in 2022, driven by recovery in both sales volume and profit margin

Market wrap: Bourses moved up above 1500 threshold on easing sentiment

Macro wrap: Update on Covid situation in Vietnam

Equity wrap: CTG VN (Outperform): Pre-emptive provisioning led to a pullback in PBT during 4Q 2021

Market wrap: Institutional buying balanced out yesterday drop on main indices

Macro wrap: News briefing

Equity wrap: VHC VN (Outperform; TP VND 86,800): Record quarterly earnings in the last 3 years

Market wrap: Institutional buying balanced out yesterday drop on main indices

Macro wrap: Update on the North-South expressway (Eastern portion) progress

Equity wrap: KDH VN (Outperform; TP VND 61,000): 2021 earnings in-line with target

Market wrap: Bourses plummeted on risk off sentiment amid global uncertainties

Macro wrap: Update on the border reopening and tourism resume

Equity wrap: DGW VN (Outperform; TP VND 130,000): Decelerated growth, with more reasonable valuation