Daily Call

Market wrap: Indices noon crash triggers retails buying frenzy, liquidity surges

Macro wrap: Update on the National Assembly meeting

Equity wrap: FPT VN (BUY; TP VND 112,500): Solid double-digit growth in 3Q2021 despite the fourth Covid resurgence, led by Global IT segment

Market wrap: Stocks correct at the psychological level 

Macro wrap: Update on reopening plan and the National Assembly meeting

Equity wrap: VNDiamond Index and HOSE Indexes 4Q21 review update 

Market wrap: Bourses lingered in the green zone on abundant liquidity

Macro wrap: The E in ESG

Equity wrap: SSB VN: Profitability improved substantially, still low NIM and CASA

Market wrap: VN-Index manages to close in green despite increasing selling pressure

Macro wrap: Thoughts on stimulus package

Equity wrap: ACB VN (BUY; TP VND 40,000): 3Q21 prelim results

                      VSC VN: 3Q21 prelim results

Market wrap: Main bourses traded mix amid global inflation concerns

Macro wrap: Update on September trade data

Equity wrap: KBC VN (Market Perform; TP VND 44,100): Completed 100 mn share private placement

Market wrap: VN-Index correct on muted liquidity

Macro wrap: Update on the roadmap to Vietnam reopening summary

Equity wrap: DGW VN (Outperform; TP VND 140,000): 3Q21 prelim results

                    HDB VN (Outperform; TP VND 32,000): Q3 prelim result and Convertible bond issuance

Market wrap: Main bourses managed to close in green despite heavy profit taking pressure

Macro wrap: Update on the 3Q banking review meeting

Equity wrap: QNS VN (BUY; TP VND 60,800): Reporting its best Q3 ever

Market wrap: Blue-chips recovery lift local indexes

Macro wrap: Update on retail pump prices

Equity wrap: GAS VN (Outperform; TP VND 118,500): Q3 prelim results

Market wrap: Bourses headed north to join global indices upbeat march

Macro wrap: Update on infrastructure investment under Public Private Partnership (PPP)

Equity wrap: Ton Dong A Corporation (TDA): Pre-IPO report: Top 3 galvanized steel manufacturer with remarkable business results in 2021

Market wrap: Bourses inched up while futures liquidity fell to 6-month low  

Macro wrap: Update on the bad debt resolution

Equity wrap: SCS VN (Market Perform; TP VND 145,000): Company update

Market wrap: Bourses closed in green on Energy and Real estate tickers gain

Macro wrap: Update on reopening plan and stimulus packages

Equity wrap: HAH VN (BUY; TP VND 78,400): Margin improvement expected in Q4 on hiking shipping tariff and higher charter revenue

Market wrap: Vietnam indices surge thanks to the recovery of financials

Macro wrap: Update on supply chain disruptions 

Equity wrap: CTR VN (Market Perform; TP VND 88,900): On the way to 5G race

Market wrap: Bourses recover on improving liquidity

Macro wrap: Update on the divestment overview in 8M2021 and 2022 – 2025 plan

Equity wrap: DCM VN (Outperform; TP VND 31,500): Gas-based urea producers to benefit from the coal price hike

Market wrap: Banks slump and led the decline of indexes

Macro wrap: Update on the government meeting 

Equity wrap: GAS VN (Outperform; TP VND 118,500): Lifting estimates on higher oil price assumption

Market wrap: Main bourses lingered in green despite 2-month low liquidity

Macro wrap: Update on the reopening plan in Ho Chi Minh City, and managing nationwide travel

Equity wrap: TRA VN (BUY; TP VND: 101,500): Continue to 2022 with strong growth