Daily Call

Market wrap: Main index headed south on Financials drag amid Omicron 1st case in US

Macro wrap: Update on the government’s meeting in November

Equity wrap: PLC VN (Outperform; TP VND 47,000): 3Q2021 results update

Market wrap: Main indices traded mix, Omicron fear faded

Macro wrap: Update on Vietnam manufacturing PMI

Equity wrap: VTP VN: 3Q2021 result quick note

Market wrap: Main index dipped further amid rising on uncertainty

Macro wrap: Update on November credit growth

Equity wrap: DXG VN: Private placement called off

Market wrap: Main index dipped underwater on Omicron variant fear

Macro wrap: Monthly macro review: November

Equity wrap: PVT VN (Outperform; TP VND 26,200): 9M2021 results and 2022 outlook

Market wrap: Main indices fluctuated amid raising lockdown fear on new Covid-19 variant

Macro wrap: Update on FDI inflow in November

Equity wrap: VPB VN (Market Perform; TP VND 44,530): NIM might bottom out in 3Q 2021

Market wrap: Main indices closed higher on abundant liquidity

Macro wrap: Update on retail pump prices

Equity wrap: HAX VN: Looking past short-term risk, outlook will be strong with market recovery & outlet expansion

Market wrap: Main indices flied to fresh ATH amid Financials stellar gain

Macro wrap: News briefing

Equity wrap: PLX VN (Outperform; TP VND 67,000): Earnings to recover from 4Q21 driven by both sales volume and oil price

Market wrap: Bourses bounced back amid selling pressure cool down

Macro wrap: We are living in a different world

Equity wrap: MSN VN (Market Perform; TP VND 172,000): Possible one-off gain from full divestment of feed business in 2021

Market wrap: Bourses headed south amid pressure on mid/small cap tickers

Macro wrap: Update on the National Assembly standing committee meeting

Equity wrap: HSG VN (MP; TP VND 41,100) and NKG VN (MP; TP VND 45,800): Solid outlook in the coming quarter, while 2022 earnings can correct from 2021 peak levels

Market wrap: Bourses plummeted amid profit taking pressure on mid/small cap tickers

Macro wrap: Update on the government meeting

Equity wrap: Vietnam ETFs 4Q 2021 review estimates

Market wrap: Indices mixed trade on VN30F1M expiry date

Macro wrap: Update on the trade activities in first 15 days of November

Equity wrap: TNH VN: Earnings trounce expectations, with a strong outlook for 2022

Market wrap: Mid/small tickers dove dragged down the indices

Macro wrap: Quick update on the Resolution of the Vietnamese government’s meeting in October 

Equity wrap: CTG VN (Outperform; TP VND 39,700): Provisions continued to weigh on bottom-line performance

Market wrap: Mid/small tickers dove dragged down the indices

Macro wrap: Update on the Decree 101 on export/import tariffs for automobile parts and construction materials

Equity wrap: Vietnam Sugar sector update

Market wrap: Indices stayed in green despite noon turbulences 

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

Equity wrap: MWG VN (BUY; TP VND 176,000): BHX improved profitability to drive 2022 solid earnings growth

Market wrap: Bourses closed ATH despite morning hiccup

Macro wrap: Wrap up on the stimulus package

Equity wrap: DGC VN (BUY; TP VND 190,000): Upbeat Q4 earnings on strong yellow phosphorus price