Daily Call

Market wrap: Blue-chips drive the main bourse above 1,180 mark

Macro wrap: Update on credit growth

Equity wrap: Vietnam banking sector update: Stellar growth in 1Q 2021

Market wrap: VN-Index drops below 1,180 level mark on profit taking pressures

Macro wrap: Update on the stimulus package

Equity wrap: MSB VN (Market Perform; TP VND 23,500): Multiple catalysts expected

Market wrap: VN-Index advances slightly while foreign net selling remains

Macro wrap: Update on the National Assembly’s standing committee meeting

Equity wrap: FPT VN (Outperform; TP VND 86,200): 2M2021 result resumed to double-digit growth

Market wrap: VN-Index stumbles on rising selloffs

Macro wrap: Update on Vietnam’s wage in manufacturing sector

Equity wrap: 1Q21 Vietnam ETFs rebalancing review

Market wrap: Extended gains on both bourses as supported by key sectors

Macro wrap: Update on public investment

Equity wrap: HAX VN: MG auto comes into play, and EVFTA remains a long term story

Market wrap: Bargain hunting boosts the main bourse into recovery

Macro wrap: Update on SOE development

Equity wrap: REE VN (Outperform; TP VND 63,800): 2021 Positive earnings growth to outperform sector players 

Market wrap: HCM bourse extends correction amid ongoing heavy foreign selloffs

Macro wrap: Update on Vietnam's vaccine roll-out

Equity wrap: Power sector update: Nationwide power system will feature higher cost from renewable resources

Market wrap: VN-Index stumbles as pressed by the heavy foreign net selling

Macro wrap: Update on state budget

Equity wrap: HDB VN (Outperform; TP VND 29,500): Income stream diversification is underway

Market wrap: HCM bourse slips to green despite the weight from foreign selloffs

Macro wrap: Update on solution for HOSE trading congestion

Equity wrap: MWG VN: AM Note

Market wrap: VN-Index slumps on heavy selloffs

Macro wrap: Update on state budget

Equity wrap: STK VN (Outperform; TP VND 33,900): Analyst Meeting – Positive short-term outlook, and a tangible medium-term capacity expansion

Market wrap: HCM bourse slips into green despite lingering net selling

Macro wrap: Update on the next stimulus package and the provincial GRDP

Equity wrap: CTG VN (BUY; TP VND 46,400): Turnaround time with bancassuarance and no VAMC bonds left

Market wrap: Indices trade mix on growing profit locking pressures 

Macro wrap: Update on IMF 2020 Article IV consultation

Equity wrap: VHC VN: Update on 4Q20 and FY20 earnings result

Market wrap: Key sectors up higher boosting the bourses' gains

Macro wrap: Update on Vietnam PMI

Equity wrap: VEA VN: Update on 4Q20 and FY20 earnings result

Market wrap: Bourses close higher although market mix trading persists

Macro wrap: Vietnam macro update for February

Equity wrap: VCB VN (Outperform; TP VND 108,600): Huge provision reserves and good-quality loan book lead to earnings bonanza

Market wrap: VN-Index slips into green while traded liquidity weakens

Macro wrap: Update on gasoline price

Equity wrap: ACB VN (Outperform; TP VND 37,300): Resilience through hardship