Daily Call
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Market wrap: Real estate leads the bourses’ rally
Macro wrap: Update on July FDI data
Equity wrap: FPT VN (Market Perform; TP VND 93,000): The 2nd deal in 2021 – Intertec International
27/07/2021
DownloadMarket wrap: Both bourses dip to intraday low on COVID fear
Macro wrap: Update on the USTR determination on the Vietnam currency investigation
Equity wrap: NT2 VN: 2Q 2021 slump linked to gas price hike & downward-revised PPA price
26/07/2021
DownloadMarket wrap: Indices soar thanks to key sectors’ gain
Macro wrap: Update on 2019 State Budget
Equity wrap: STK VN (Market Perform; TP VND 43,300): 2Q2021 Analyst meeting – Solid results, however, valuation is no longer attractive
23/07/2021
DownloadMarket wrap: Slight correction by closing amid prudent sentiment
Macro wrap: Update on Vietnam’s trade activities in first 15 days of July
Equity wrap: VPB VN: 2Q 2021 result flash note
22/07/2021
DownloadMarket wrap: Bottom fishing boosts VN-Index to climb higher
Macro wrap: Update on Covid-19 vaccination progress in Vietnam
Equity wrap: TCB VN: Flash note on 2Q 2021 results
21/07/2021
DownloadMarket wrap: Main bourses experience another deep correction as the COVID outbreak still weighs
Macro wrap: Update on US-VN currency agreement and MoF import/export duty revision
Equity wrap: HOSE Index 3Q21 review results
20/07/2021
DownloadMarket wrap: Indices extend gain despite low liquidity
Macro wrap: Update on Covid-19 outbreak
Equity wrap: ACB VN (Outperform): 2Q2021 prelim results
19/07/2021
DownloadMarket wrap: VN-Index rebounds from key sectors’ boost, inflows stay weak
Macro wrap: Update on SBV credit policy
Equity wrap: Vietnam F&B sector update for 2H2021 and 2022
16/07/2021
DownloadMarket wrap: Main bourse slumps as cautious sentiment remains prior to future expiry
Macro wrap: Update on the amendments to the 2013 Land Law
Equity wrap: Vietnam Steel sector update for 2H2021 and 2022
15/07/2021
DownloadMarket wrap: Bottom fishing triggers indices’ gain
Macro wrap: Update on Covid situation in Vietnam
Equity wrap: Vietnam automobile sector update for 2H2021 and 2022
14/07/2021
DownloadMarket wrap: Heavy selloffs pull VN-Index below 1,300 mark
Macro wrap: Update on trade figure
Equity wrap: Vietnam fishery and textile-garment sector 2H2021 update: Beneficiaries of the reopening of main economies
13/07/2021
DownloadMarket wrap: Extended correction across the board on local outbreak concerns
Macro wrap: Update on Covid-19 outbreak
Equity wrap: Vietnam Brokerage sector update for 2H2021 and 2022
12/07/2021
DownloadMarket wrap: Bourses tumbles, liquidity droops amid pandemic complications
Macro wrap: Update on Vietnam forex practices
Equity wrap: GAS VN (Outperform; TP VND 105,000): Q2 prelim results
09/07/2021
DownloadMarket wrap: Bargain hunting leads VN-Index' recovery
Macro wrap: Update on the USTR investigation on Vietnam forex practice
Equity wrap: Vietnam banking sector update: A time for stockpickers
08/07/2021
DownloadMarket wrap: HCM bourse plunges to intraday low amid outbreak concerns
Macro wrap: Update on SOE reform
Equity wrap: Impacts of rising logistics costs on sectors
07/07/2021
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