Daily Call
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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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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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