Daily Call

Market wrap: Profit-taking overwhelms VN-Index amid new system launch

Macro wrap: Update on bad debt exchange

Equity wrap: MWG VN (Outperform; TP VND 179,000): Update on May results

                      HOSE Index 3Q21 review update 

Market wrap: Bourses extend gain on expectation towards 2Q21 earnings

Macro wrap: Update on cabinet meeting

Equity wrap: VEA VN (Underperform; TP VND 42,000): 2021 AGM - Struggling to recover with cloudy outlook

Market wrap: Main bourse closes at intraday high amid strengthened inflows 

Macro wrap: A critical thinking on Vietnam Manufacturing PMI

Equity wrap: GMD VN (BUY; VND 50,300): 2021 AGM note – A clear growth path ahead

Market wrap: VN-Index heads for correction on the last day of 1H2021

Macro wrap: Update on Covid-19 situation in Vietnam

Equity wrap: CTG VN: Brief update on 1H2021 results

                       AAA VN: AGM notes

Market wrap: Bourses stay upbeat although gains narrow by closing from profit taking

Macro wrap: A note on macro data in 1H21

Equity wrap: VGT VN: AGM Note 2021

Market wrap: Blue-chips fuel the main bourse’s gain to new ATH

Macro wrap: Update on bad debt resolution

Equity wrap: HAH VN: Re-initiation report: Strong expansion after years of stagnant growth

Market wrap: Both bourses climb into green thanks to financials sector boost

Macro wrap: Update on macro data

Equity wrap: DGC VN: A beneficiary of increased spending on telecommunication amid the pandemic

Market wrap: HCM bourse slips into green despite earlier fluctuation, liquidity drops further

Macro wrap: Update on foreign investment in Vietnam

Equity wrap: MBB VN (Outperform; TP VND 47,500): 5M2021 result update

Market wrap: Indices slid on prudent trading activities

Macro wrap: Update on Vietnam Stock Exchange and the new core trading system

Equity wrap: VND VN: 1Q2021 Update

Market wrap: Bluechips rebound, boosting bourses’ upward momentum

Macro wrap: Update on population database and Covid-19 supporting package

Equity wrap: GAS VN (Outperform; TP VND 105,000): Update on new gas source -Su Tu Trang phase 2A

Market wrap: Stocks decline as market sentiment remains cautious, liquidity continues to weaken

Macro wrap: Update on the central bank press conference

Equity wrap: VN30 Index 3Q21 review estimates

Market wrap: VN-Index climbs to new ATH although the outbreak in HCMC remains complicated

Macro wrap: Update on Covid-19 pandemic in Vietnam

Equity wrap: GEX VN: AGM notes: Substantial earnings growth in 1H21, driven by the consolidation of VGC

Market wrap: HCM bourse recovers on optimistic 1H2021 earnings

Macro wrap: FED rate outlook and Vietnam

Equity wrap: PHR VN (Market Perform; TP VND 57,100): AGM – 2021 earnings decline on slow licensing process

Market wrap: Indices stumble prior June’s future expiry

Macro wrap: Update on Covid-19 outbreak in Vietnam

Equity wrap: PVT VN (Outperform; TP VND 21,500): 2021 AGM flash note

Market wrap: Main bourse trades mixed amid heightened cautiousness

Macro wrap: Update on National Assembly standing committee meeting

Equity wrap: FPT VN (Outperform; TP VND 93,000): 5M2021 update, Attractive turnaround from Domestic IT market