Daily Call

Daily Call
SSI Daily Call with Update on Government plan and Airline sector

Market wrap: Local shares strengthen amid muted liquidity

Macro wrap:  Update on Government plan

Equity wrap: Vietnam airline sector update: Rising competition casts a shadow on growth

22/01/2020

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SSI Daily Call with Update on forex market and Garment & Textile sector

Market wrap: VN-index set to end lower on Monday when realty firms weigh

Macro wrap:  Update on forex market

Equity wrap: Vietnam Garment & Textile sector update: Headwinds continue to undermine growth

21/01/2020

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SSI Daily Call with Update on VAMC and PNJ 4Q19 prelim results

Market wrap: Following regional peers, local benchmarks edge higher  

Macro wrap:  Update on VAMC

Equity wrap: PNJ VN (Outperform; TP VND 99,900): 4Q19 prelim results

20/01/2020

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SSI Daily Call with Update on ACB analyst meeting

Market wrap: Stocks rally on the signing of trade deal phase one

Macro wrap: Update on manufacturing inventory

Equity wrap: ACB VN (BUY; TP VND 31,500): Analyst meeting

17/01/2020

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SSI Daily Call with Update on inflation and 2019 prelim results of VCB and BID

Market wrap: Stocks sneak into green amid muted liquidity

Macro wrap:  Update on inflation

Equity wrap: VCB VN (Market Perform; TP VND 92,700): 2019 prelim results

                       BID VN: 2019 prelim results

16/01/2020

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SSI Daily Call with Update on foreign exchange policy and CTG

Market wrap: Vietnam equities tick higher ahead of the earnings season

Macro wrap:  Update on foreign exchange policy

Equity wrap: CTG VN: Analyst Meeting Note

15/01/2020

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SSI Daily Call with Update on Vietnam trade data and Oil and gas sector

Market wrap: Profit locking pressures send the market lower

Macro wrap:  Update on Vietnam trade data

Equity wrap: Vietnam Oil & gas sector update: Growth trending to small companies

14/01/2020

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SSI Daily Call with Update on Vietnam credit information and Airport service sector

Market wrap: Stocks continue to edge higher on the robust liquidity

Macro wrap:  Update on Vietnam credit information

Equity wrap: Vietnam Airport service sector update: Traffic volume continues positive growth momentum despite capacity constraints in key airports

13/01/2020

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SSI Daily Call with Update on Vietnam public debt and Sea port sector

Market wrap: Vietnam equities jump as Mideast tension moderately subsides

Macro wrap:  Update on Vietnam public debt

Equity wrap: Vietnam seaport & logistics sector update: Competition rife

10/01/2020

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SSI Daily Call with Update on banking sector

Market wrap: Local shares sink ahead of the rising geopolitical turbulence

Macro wrap:  Update on Vietnam capital market

Equity wrap: Vietnam banking sector update: Double digit growth to continue

09/01/2020

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SSI Daily Call with Update on Vietnam state budget and steel sector

Market wrap: Vietnam equities recover when Mideast tension wanes

Macro wrap:  Update on Vietnam state budget

Equity wrap: Vietnam steel sector update: Slowing demand

08/01/2020

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SSI Daily Call with Update on inflation and Beer sector

Market wrap: Escalated Mideast tension continues to weigh

Macro wrap:  Update on inflation

Equity wrap: Vietnam Beer sector update: Low double-digit growth but high valuation

07/01/2020

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SSI Daily Call with Update on Banking sector and Dairy sector

Market wrap: Green color wipes out when Mideast tension flares

Macro wrap:  Update on Banking sector

Equity wrap: Update on Dairy sector

06/01/2020

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SSI Daily Call with Update on Government action plan for 2020 and PVD

Market wrap: Vietnam equities kick off 2020 in green

Macro wrap:  Update on the government action plan for 2020

Equity wrap: PVD VN (Market Perform; TP VND 18,200): 2019 prelim results

03/01/2020

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SSI Daily Call with Update on monetary policy and VN30 rebalancing preview

Market wrap: VN-Index rose 7.67% in 2019 thanks to a number of blue-chips

Macro wrap:  Update on monetary policy

Equity wrap: Update on VN30 rebalancing preview

02/01/2020

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