Daily Call

Market wrap: HCM main bourse hikes thanks to the rally from banking sector

Macro wrap: Update on Vietnam foreign exchange policy

Equity wrap: MCM VN: Listing Note

Market wrap: VN-Index stumbles amid heavy profit-locking on blue-chips

Macro wrap: Update on State-owned enterprises

Equity wrap: FPT VN (BUY; TP VND 62,000): Double-digit growth for Nov ’20; Brighter outlook in 2021

Market wrap: Green maintains across all key sectors boosting VN-Index to new record high

Macro wrap: A Monday recap

Equity wrap: DGW VN: 3Q2020 earnings results

Market wrap: Both bourses gain higher amid strong foreign net buying

Macro wrap: Update on USTR investigation on Vietnam’s forex policy (currency undervaluation) and timber import

Equity wrap: Vietnam ETFs 4Q20 rebalancing results

                       GMD VN: Gemalink divestment on the table

Market wrap: Majority of large-cap stocks experience corrections despite the foreign net buy boost

Macro wrap: Update on state budget

Equity wrap: SHB VN (Market Perform; TP VND 18,500): Longer VAMC bond provisioning schedule support profit

Market wrap: HCM main bourse remarkably surpasses 1,030 level amid improved traded volume

Macro wrap: Update on UK-Vietnam Free Trade Agreement

Equity wrap: PHR VN: Company Visit Note 

Market wrap: Profit-locking pressures VN-Index to tumble after 5 straight days' gains

Macro wrap: Update on aviation infrastructure

Equity wrap: KBC VN (Outperform; TP VND 18,700): Weak earnings due to limited available IP land bank

Market wrap: VN-Index heads to 1,030 level point as supported by blue-chips' rally

Macro wrap: Update on Q4 GRDP growth

Equity wrap: PVT VN: 3Q 2020 earnings results

Market wrap: VN-Index extends gains further despite foreign net selling returns

Macro wrap: Update on Covid-19 outbreak and the Thai Binh II power plant

Equity wrap: HOSE Indexes 1Q21 rebalancing preview

Market wrap: Key sectors rise extending gains on both bourses

Macro wrap: Update on SOE IPO/divestment regulation

Equity wrap: VPB VN (Market Perform; TP VND 30,200): All eyes on sales of FeCredit

Market wrap: Bourses rise higher in spite of rising pandemic concerns

Macro wrap: Update on the cabinet meeting in November

Equity wrap: PVD VN (Outperform; TP VND 15,400): An E&P option for oil recovery play

Market wrap: Profit-takings in key sectors pressure both bourses to fall

Macro wrap: Update on public investment

Equity wrap: Vietnam ETFs 4Q20 rebalancing review

Market wrap: Blue-chips hike extending gains on HCM main bourse further above 1,000 level

Macro wrap: Update on Vietnamese economy in November

Equity wrap: TCB VN (Outperform; TP VND 29,300): Benefits the greatest from the low-rate environment

Market wrap: VN-Index hits 1,000 mark despite heavy foreign selloff

Macro wrap: Update on Vietnam foreign direct investment

Equity wrap: QNS VN (Outperform; TP VND 41,800): Expecting sugar to fuel 2021 growth

Market wrap: HCM bourse sets to attain 1,000 pts, inching higher despite growing profit locking pressures

Macro wrap: Update on gasoline price

Equity wrap: VJC VN: 9M 2020 earnings call