Daily Call

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Daily Call
SSI Daily Call with Update on 3Q21 macro data and IDC

Market wrap: Main indices maneuvered despite early turbulence

Macro wrap: Quick update on 3Q macro data

Equity wrap: IDC VN (Market Perform; TP VND 53,300): Strong profit plan to cap off 2021

30/09/2021

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SSI Daily Call with Update on public investment and pharmaceutical sector

Market wrap: Main indices bounced back strongly amid easing concern on Marco data

Macro wrap: Update on the public investment disbursement

Equity wrap: Vietnam Pharma Sector Update: A sluggish 2021 to be the boost for 2022 surprise

29/09/2021

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SSI Daily Call with Update on inflation and VND

Market wrap: Bourses close at intraday low amid rising concern on upcoming sluggish macro data

Macro wrap: Update on retail pump prices and 2021 inflation

Equity wrap: VND VN: 1H2021 Update – Stellar growth amid a robust market

28/09/2021

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SSI Daily Call with Update on MWG

Market wrap: Stocks corrected with muted liquidity

Macro wrap: Update on supporting measures for impacted enterprises/workers

Equity wrap: MWG VN: Update on August results

27/09/2021

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SSI Daily Call with Update on Vietnam FDI, VNDiamond Index 4Q21 preview and SLS

Market wrap: VN-Index managed to trade in green zone on improving liquidity

Macro wrap: Update on September FDI data

Equity wrap: VNDiamond Index 4Q21 review estimates

                      SLS VN (BUY; TP VND 213,000): AGM Note

24/09/2021

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SSI Daily Call with Update on PNJ

Market wrap: Bourses recovered on declining liquidity

Macro wrap: Vietnam and FED tapering

Equity wrap: PNJ VN (Outperform; TP VND 101,300): 8M21 Update: Prolonged losses as expected

23/09/2021

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SSI Daily Call with Update on Foreign Ownership Limit and MSN

Market wrap: Vietnam equities failed to recover despite active bargain hunting activities

Macro wrap: Update on the foreign ownership limit (FOL)

Equity wrap: MSN VN (Market Perform; TP VND 153,000): Update on recent developments

22/09/2021

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SSI Daily Call with Update on DGC

Market wrap: Stocks correct amid fears on Evergrande debt crisis weight global equities

Macro wrap: Update on Covid-19 situation

Equity wrap: DGC VN (BUY; TP VND 177,000): Price uptrend strengthens on China phosphorus production cut

21/09/2021

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SSI Daily Call with Update on PTB

Market wrap: Bourses extend gain amid ETFs rebalancing review

Macro wrap: Weekend update briefing

Equity wrap: PTB VN (BUY; TP VND 128,000): Company Update - 2021-2022 Outlook

20/09/2021

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SSI Daily Call with Update on LAS

Market wrap: VN-Index trades sideways on Sep futures expiry, liquidity remains muted

Macro wrap: Update on Covid-19 policy responses

Equity wrap: LAS VN: Company Update

17/09/2021

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SSI Daily Call with Update on SLS

Market wrap: VN-Index ends two consecutive losses, liquidity remains weak prior to futures expiry

Macro wrap: Update on the government meeting on 2021-2022 growth

Equity wrap: SLS VN (BUY; TP VND 213,000): A strong growth driven by higher ASP

16/09/2021

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SSI Daily Call with Update on August trade data and QNS

Market wrap: Bourses extend correction on weakened liquidity

Macro wrap: Update on August trade data

Equity wrap: QNS VN (BUY; TP VND 60,800): Well-positioned to enjoy long-term growth

15/09/2021

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SSI Daily Call with Update on sugar sector

Market wrap: Correction on VN-Index amid testing 1,350 level

Macro wrap: Update on retail pump prices and Covid-19 reopening plan

Equity wrap: Vietnam Sugar Sector: Long-term growth could be expected

14/09/2021

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SSI Daily Call with Update on Vietnam ETFs 3Q2021 review results

Market wrap: Bourses remain flatline amid muted liquidity flow

Macro wrap: Update on Covid-19 situation

Equity wrap: Vietnam ETFs 3Q2021 review results

13/09/2021

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SSI Daily Call with Update on reopening plan and TNH

Market wrap: Bluechips’ recovery fuels the indices upbeat momentum

Macro wrap: Update on reopening plan

Equity wrap: TNH VN (BUY; TP VND 51,800): Strong market positioning and efficient operation in the favorable healthcare market

10/09/2021

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