Daily Call

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

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

Market 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

Market 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

Market 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

Market 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

Market 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

Market wrap: Indices extend gain despite low liquidity

Macro wrap: Update on Covid-19 outbreak

Equity wrap: ACB VN (Outperform): 2Q2021 prelim results

Market 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

Market 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