Daily Call

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Daily Call
SSI Daily Call with Update on Vietnam FDI and FPT

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

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SSI Daily Call with Update on Vietnam currency and NT2

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

26/07/2021

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SSI Daily Call with Update on State budget and STK

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

23/07/2021

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SSI Daily Call with Update on VPB

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

22/07/2021

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SSI Daily Call with Update on TCB

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

21/07/2021

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SSI Daily Call with Update on US-VN currency agreement and Import & Export duty revision and HOSE Index 3Q21 review

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

20/07/2021

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SSI Daily Call with Update on Covid 19 situation and ACB

Market 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

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SSI Daily Call with Update on credit growth and F&B sector

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

16/07/2021

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SSI Daily Call with Update on Land Law and steel sector

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

15/07/2021

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SSI Daily Call with Update on Covid situation in Vietnam and automobile sector

Market 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

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SSI Daily Call with Update on Vietnam trade data and fishery and textile-garment sector

Market 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

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SSI Daily Call with Update on Covid 19 situation and Brokerage sector

Market 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

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SSI Daily Call with Update on currency and GAS

Market 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

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SSI Daily Call with Update on the USTR investigation on Vietnam forex practice and banking sector

Market 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

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SSI Daily Call with Update on SOE reform & logistics sector

Market 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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