Daily Call

Market wrap: Bourses extend the upbeat momentum on remarkably high liquidity

Macro wrap: Update on the domestic Covid situation

Equity wrap: BMP VN (Underperform; TP VND 51,700): Business results may hit bottom in 3Q21 due to heavy impact of Covid-19

Market wrap: VN-Index regains into green despite the strong turbulence

Macro wrap: Update on Covid-19 situation

Equity wrap: GMD VN (Outperform; TP VND 56,200): Gemalink is on the right track to run at full speed in 2022

Market wrap: Both bourses extend correction, liquidity focuses on mid-caps

Macro wrap: Update on retail gasoline price adjustment

Equity wrap: DPM VN: Update on 1H2021 results

                      DCM VN: Update on 1H2021 results

Market wrap: Bourses dip from rising profit-taking pressure

Macro wrap: Update on July trade data and SBV actions on USDVND

Equity wrap: VHC VN (Market Perform; TP VND 47,000): Analyst meeting – Transportation disruptions will cause recovery slowdown in 2H21

Market wrap: Gain momentum eases on growing profit-booking

Macro wrap: Update on the Resolution 86/NQ-CP on urgent solutions for Covid-19 outbreak

Equity wrap: PHR VN (Market Perform; TP VND: 57,100): Update on 2Q21 results

Market wrap: Bourses rebound from past day’s hiccup

Macro wrap: Update on the North – South PPP expressway

Equity wrap: PVD VN (Market Perform; TP VND 21,000): 2021 AGM and 1H results – Expecting better workload for 2H2021

Market wrap: VN-Index ends 9 consecutive gains, liquidity strengthens

Macro wrap: Update on the Covid-19 measures

Equity wrap: POW VN: 1H ’21 was largely saved by oneoff gains

                      CTD VN: Analyst meeting note

Market wrap: VN-Index maintains consecutive gaining streaks higher than regional peers

Macro wrap: Update on the bad debt resolution

Equity wrap: BID VN (Market Perform; TP VND 48,000): Impressive profit growth in 1H 2021 may be difficult to sustain in 2H 2021

Market wrap: Bourses see eight consecutive winning streaks despite COVID

Macro wrap: Update on July State budget Revenue

Equity wrap: TPB VN (BUY; TP VND 43,700): 2Q21 preliminary results 

Market wrap: Key sectors boost VN-Index to surpass 1,330p

Macro wrap: A not so quick thought on the manufacturing sector

Equity wrap: HSG VN & NKG VN: Robust export volume helping to maintain stellar earnings growth in 2H 2021

Market wrap: Bourses extend gain despite slight off-steam by closing

Macro wrap: Update on Covid-19 situation and government measures

Equity wrap: VNM VN: Another profit decline quarter.

                      MSN VN: Q2 earnings growth on track

Market wrap: VN-Index passes the 1,300 level thanks to demand boost

Macro wrap: Update on Vietnam government measures on Covid-19 outbreak

Equity wrap: PLX VN: 2Q21 PBT reaching record-high since its listing in 2017, driven by rising oil price

                      VCB VN (Outperform; TP VND 113,500): 2Q2021 preliminary results

                      CTG VN: 2Q2021 preliminary results

Market wrap: Both indices soar to intraday high amid recovering inflows

Macro wrap: Vietnam’s July macro update

Equity wrap: ACV VN (Underperform; TP VND 77,600): 2021 AGM note – A weaker near-term outlook from domestic outbreak

Market wrap: Bourses continue to gain despite eight-month low liquidity

Macro wrap: Update on the medium-term public investment plan for 2021 – 2025

Equity wrap: QNS VN (Outperform; TP VND 47,300): Update on 2Q2021 results

Market wrap: VN-Index extends gains although wary sentiment persists

Macro wrap: Update on retail gasoline price adjustment

Equity wrap: PNJ VN: 1H2021 Update – Covid resurgence caused short-term slowdown but long-term opportunity