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
03/10/2023
DownloadMarket wrap: Indices traded mix on quite trading value
Macro wrap: Flash update on Vietnam 3Q23 macro data
Equity wrap: VNDiamond Index 4Q23 review estimates
02/10/2023
DownloadMarket 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
29/09/2023
DownloadMarket 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
28/09/2023
DownloadMarket wrap: Indices dove on margin lending unwinding
Macro wrap: Quick note on the SBV’s bill issuance
Equity wrap: MWG VN: August results update
27/09/2023
DownloadMarket 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
26/09/2023
DownloadMarket wrap: Indices drop on bad rumors, liquidity surged
Macro wrap: Update on monetary policy
Equity wrap: PNJ VN: August results update
25/09/2023
DownloadMarket 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
22/09/2023
DownloadMarket 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
21/09/2023
DownloadMarket 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
20/09/2023
DownloadMarket 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
19/09/2023
DownloadMarket 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
18/09/2023
DownloadMarket 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
15/09/2023
DownloadMarket wrap: Indices traded mixed amid cautious sentiment
Macro wrap: Update on the monthly cabinet resolution
Equity wrap: ACB VN: Seeking a nudge
14/09/2023
DownloadMarket 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
13/09/2023
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