Daily Call

Market wrap: Stocks trade mix while traded liquidity remains high

Macro wrap: Update on Vietnam FTAs

Equity wrap: MWG VN: August results beat our expectation 

Market wrap: Blue-chip stocks surge higher helping VN-Index to sustain above 900 mark

Macro wrap: Update on Vietnam balance of payments

Equity wrap: Textile & Garment Sector: Expecting sharp earning decline in 2020 and slow recovery in 2021

Market wrap: Key sectors lead HCM bourse to 900 level mark

Macro wrap: Update on Vietnam trade data

Equity wrap: FPT VN (Outperform; TP VND 56,400): Attractive growth in outsourcing new contracts + Improvement in domestic IT services

Market wrap: VN-Index could not surpass 900 level on bluechips sell-off pressures

Macro wrap: Update on the government’s new resolution

Equity wrap: HDG VN (Market Perform; TP VND 25,000): Setting sights on renewable energy

Market wrap: Bourses trade mix amid weakened traded volume

Macro wrap: Update on North-South expressway bidding progress

Equity wrap: MWG VN: Store visit note: DMX Supermini - a strategy to elevate market share further

Market wrap: Bourses maintain in the green despite blue-chips mix trading

Macro wrap: Update on Vietnam CPI basket

Equity wrap: MSN VN (Market Perform; TP VND 60,500):  Levered up, as MSN takes new acquisition avenue

Market wrap: Both indices up higher amid surging traded liquidity

Macro wrap: Update on Vietnam trade data in August

Equity wrap: Update on Vietnam ETFs 3Q20 rebalancing results

Market wrap: Heavy selloffs in blue-chips narrowed HCM bourse's gains

Macro wrap: Update on Vietnam reopening

Equity wrap: VCB VN: Expected sharp fall in 2H2020 profitability from Covid-19 impaired loans

Market wrap: VN-Index drops slightly amid skyrocketed traded liquidity

Macro wrap: Update on the bidding progress in the North – South Expressway

Equity wrap: BVH VN (Outperform; TP VND 60,000): 2020 earnings growth contingent upon tactical trading opportunities

Market wrap: Mix trading extends on both indices amid future contracts diverge into green

Macro wrap: Update on Vietnam foreign exchange policy

Equity wrap: Industrial Real Estate Sector: Positive long-term outlook, yet near-term constraints in new land leasing due to Covid-19

Market wrap: Bourses trade mix amid the return of foreign net selling 

Macro wrap: Update on SOEs information disclosure

Equity wrap: BCM VN (SELL; TP VND 40,600): Largest IP developer listed on HOSE 

Market wrap: VN-Index could not sustain at 900 level mark as blue-chip stocks plunge

Macro wrap: Update on Vietnam electricity sector

Equity wrap: DRC VN (Outperform; TP VND 19,400): Fully depreciated radial factory to boost 2021 earnings

Market wrap: Heavy selloffs in key sectors pressure VN-Index lower

Macro wrap: Update on cabinet meeting

Equity wrap: STB VN (Outperform; TP VND 13,830): Provisioning kicks into high gear

Market wrap: VN-Index climbs over 900 pts amid improved traded volume

Macro wrap: Update on Vietnam trade data

Equity wrap: QNS VN: 1H 2020 is likely earning trough

Market wrap: Both bourses edge slightly higher prior to holiday

Macro wrap: Update on Vietnam unemployment

Equity wrap: Electricity sector update