Daily Call

Market wrap: Markets moving sideways with rock bottom liquidity, cautious sentiment kill the volume

Macro wrap: Update on the monthly cabinet meeting

Equity wrap: GEX VN: Industrial park is the bright spot in 1H23

Market wrap: Indices traded mix on quite trading value

Macro wrap: Flash update on Vietnam 3Q23 macro data 

Equity wrap: VNDiamond Index 4Q23 review estimates

Market wrap: Markets remain under water on squeezed liquidity

Macro wrap: Update on FTSE Russell classification result and Vietnam Balance of Payments

Equity wrap: HAH VN (Underperform; TP VND 35,000): Sailing into industry headwind

Market wrap: Falling stops, liquidity in doubtfully low

Macro wrap: Economic Watch: 3Q23 FDI Recap

Equity wrap: PLX VN (Outperform; TP VND 45,000): Quick update

Market wrap: Indices dove on margin lending unwinding

Macro wrap: Quick note on the SBV’s bill issuance 

Equity wrap: MWG VN: August results update

Market wrap: Panic selling across the board amid fear on SBV policy pivot

Macro wrap: Update on the October National Assembly meeting

Equity wrap: HT1 VN: Slimmed profit in 2Q23 due to weak sales volume

Market wrap: Indices drop on bad rumors, liquidity surged

Macro wrap: Update on monetary policy

Equity wrap: PNJ VN: August results update

Market wrap: Markets dropped on VN30F expiry date

Macro wrap: Update on the latest in the money market

Equity wrap: DPM VN: Earnings to recover from 2H23 along with urea price trend

Market wrap: All eyes on Midcap stocks

Macro wrap: Update on the FOMC meeting and Vietnam currency

Equity wrap: VGC VN (Market Perform; TP VND 51,100): Industrial park leasing grew during 8 months 2023

Market wrap: Markets fluctuated, realtors tickers meltdown

Macro wrap: Update on social housing

Equity wrap: AST VN: Expect recovery of international visit to be the growth driven factor

Market wrap: Markets dropped on mute liquidity, VN30F expiry incoming

Macro wrap: Update on the 2022-2023 stimulus package

Equity wrap: QNS VN (Outperform; TP VND 65,000): 8M23 prelim results

Market wrap: Indices inched up on muted liquidity

Macro wrap: Update on government meeting with large SOEs + SBV comments

Equity wrap: FPT VN: 8M23 business results

Market wrap: Markets sank slightly amid real estate stocks meltdown

Macro wrap: Update on exchange rate

Equity wrap: PVT VN: Expanding into an upcycle

                      PVD VN: Drilling in an upcycle

Market wrap: Indices traded mixed amid cautious sentiment

Macro wrap: Update on the monthly cabinet resolution

Equity wrap: ACB VN: Seeking a nudge

Market wrap: Indices surged strongly on retails buying in

Macro wrap: Key takeaways from the recent US President trip to Vietnam 

Equity wrap: BCM VN: VSIP to boost BCM’s earnings outlook