Daily Call

Market wrap: Majority of key sectors march higher supporting VN-Index to gain further

Macro wrap: Update on North-South Expressway

Equity wrap: VCB VN (Outperform; TP VND 97,400): Higher CIR and credit cost hampered 3Q20 results

Market wrap: Stocks rally extending bourses' gains amid lower traded volume

Macro wrap: Update on the National Assembly meeting

Equity wrap: ACV VN: 3Q 2020 financial results – Back to profitability

Market wrap: VN-Index gains higher thanks to blue-chips rise 

Macro wrap: Update on cabinet meeting

Equity wrap: ACB VN (BUY; TP VND 30,800): Earnings beat our consensus

Market wrap: Stocks mix trading amid heavy foreign net selling pressures

Macro wrap: Update on Vietnam economy in October

Equity wrap: CTG VN: Decent income growth, but soaring provision expenses impacted the bottom line

Market wrap: VN-Index tumbles to 921 pts as growing heavy selloff pressures

Macro wrap: Update on Vietnam – US relations

Equity wrap: PLC VN (Outperform; TP VND 23,700): Continued strong earnings growth in Q3

Market wrap: Majority of stocks slide further extending both bourses' loss 

Macro wrap: Update on fiscal plan for 2021

Equity wrap: MSN VN (Market Perform): Update on MSR deal

Market wrap: Profit taking pressures lead to VN-Index' sharp decline before closing

Macro wrap: Update on FDI, trade and long-term growth aspiration

Equity wrap: TCB VN: 3Q 2020 Earnings Flash Note

Market wrap: HCM main bourse claims 9-month high thanks to blue-chips rally

Macro wrap: Update on FDI

Equity wrap: HT1 VN (Market Perform; TP VND 16,900): Significant drop in 3Q20 earnings due to sales price cut amid weak market demand

Market wrap: Blue-chips soar lifting VN-Index to recover in the green

Macro wrap: Update on MSCI index consultation

Equity wrap: VPB VN: Provision expenses started to hike

                       DPM VN: 3Q20 results beat market expectations

Market wrap: Bourses lost grounds as growing profit-locking pressures

Macro wrap: Update on Vietnam fiscal policy

Equity wrap: GAS VN (Outperform): Analyst meeting

                       Moc Chau Milk (MCM: OTC): Surprising Q3 2020 results

Market wrap: Banking stocks rally boosting VN-Index into green

Macro wrap: Update on the government’s plan in phases to 2030

Equity wrap: ACB VN: 3Q20 prelim results: Earnings beat our consensus

Market wrap: Blue-chips' heavy selloffs narrow HCM bourse's gains

Macro wrap: Update on public debt

Equity wrap: SHB VN (Market Perform; TP VND 16,530): Pursuing high yield assets to offset for disadvantageous funding cost

Market wrap: Indices slip into green before closing despite stocks mix trading

Macro wrap: Update on National Assembly meeting

Equity wrap: MBB VN (Outperform; TP VND 20,600): Retail lending regained momentum 

Market wrap: Both bourses extend gains on October futures expiry date

Macro wrap: Update on SOE reform

Equity wrap: QNS VN (Outperform): Impact of Covid-19 2nd wave was more severe than expected

Market wrap: Both bourses extend gains as traded liquidity skyrockets

Macro wrap: Update on Vietnam’s private sector

Equity wrap: HPG VN (BUY; TP VND 39,300): Blowout earnings growth in 3Q20 driven by record-high sale volume

                       LPB VN: Upcoming shift from Upcom to HSX will trigger re-rating