Daily Call

Market wrap: Large-cap group boosts VN-Index higher despite foreign net selling returns

Macro wrap: Vietnam macro update in April, 2021

Equity wrap: LPB VN: AGM Note

Market wrap: Main bourse extends gain on bargain hunting

Macro wrap: Update on Vietnam FDI inflow

Equity wrap: PLX VN: AGM Note

                       VPB VN (Market Perform): Successful sales of 49% stake at FeCredit

Market wrap: VN-Index slips up by a slight margin, foreign net bought remains 

Macro wrap: Update on Covid-19 pandemic

Equity wrap: VCB VN (Outperform; TP VND 108,600): AGM Note

                       VTP VN: 2021 AGM note – Ambitious business plan, coupled with plan to list on HOSE

Market wrap: Both bourses correct strongly despite the recovery of foreign net bought

Macro wrap: Update on SOE reform

Equity wrap: BSR VN: Positive earnings recovery in 2021, bouncing from trough in 2020

                       TPB VN (Outperform; TP VND 32,000): AGM Note

                       DBC VN (Outperform; TP VND 61,600): AGM Note – Continuing to benefit from high hog prices

Market wrap: VN-Index rebounds on foreign net bought

Macro wrap: Update on Covid-19 pandemic control

Equity wrap: TCB VN: 2021 AGM Note

                       DIG VN: 2021 AGM Note

Market wrap: Strong correction on HCM main bourse from extended selloffs

Macro wrap: Update on Vietnam’s flash trade data in April

Equity wrap: HPG VN (Outperform; TP VND 63,000): Stellar outlook in 2021, driven by the steel price uptrend

Market wrap: Heavy profit-locking weighs on the main bourse's gains

Macro wrap: Update on the new stimulus package

Equity wrap: VTP VN (Outperform; TP VND 94,500): 1Q 2021 Analyst meeting note – HOSE listing in the plan

Market wrap: VN-Index sets new record high, boosted by key sectors

Macro wrap: Update on monetary policy

Equity wrap: VNDiamond Index and HOSE Indexes 2Q21 review update

                      CTG VN (Outperform; TP VND 46,400): AGM Note

Market wrap: VN-Index experiences correction on April's future contract expiry 

Macro wrap: Update on US Treasury report on currency manipulation

Equity wrap: PNJ VN (Outperform; TP VND 104,000): AGM Note 2021 – On track to recovery and larger market share 

Market wrap: VN-Index experiences correction on April's future contract expiry

Macro wrap: Update on the first cabinet meeting

Equity wrap: BMP VN (Market Perform; TP VND 55,300): Weak 2021 earnings outlook due to high resin price

Market wrap: VN-Index hits new peak on blue-chips' bargain hunting

Macro wrap: Update on stock exchange’s market segmentation timeline proposal

Equity wrap: KBC VN (BUY): AGM Notes

Market wrap: Both bourses stand corrected amid ATH liquidity

Macro wrap: Update on Vietnam trade in Q1 2021

Equity wrap: Important change to iShares MSCI Frontier Markets 100 ETF

Market wrap: VN-Index closes at another intraday high on surging liquidity

Macro wrap: Update on SOE reform

Equity wrap: TPB VN (Outperform; TP VND 32,000): 2020 earnings results

Market wrap: Main bourse extends correction despite blue-chips' boost

Macro wrap: Update on green debt swap initiative

Equity wrap: FPT VN (Outperform; TP VND 86,200): AGM notes

Market wrap: HCM bourse ends eight-session gaining streak on heavy profit-locking 

Macro wrap: Update on the Investment Laws guidelines

Equity wrap: DGW VN (Outperform; TP VND 139,000): 2021 AGM Notes