Daily Call

Daily Call
SSI Daily Call with Update on banking sector and VCB

Market wrap: VN index extend the gain with moderate liquidity

Macro wrap: Update on solutions for insolvent BOT projects, handling bad debt

Equity wrap: VCB VN: Gaining back some CASA market share

19/05/2022

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SSI Daily Call with Update on public investment and PTB

Market wrap: Buying frenzy mode on

Macro wrap: Update on the 2022 public investment progress

Equity wrap: PTB VN (Outperform; TP VND 119,000): Wood orders grow positively

18/05/2022

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SSI Daily Call with Update on property loans and MSN

Market wrap: Bourses inched down on another rainy day

Macro wrap: Update on credit flow to the property sector

Equity wrap: MSN VN: Update on 2022 AGM and Q1 results

17/05/2022

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SSI Daily Call with Update on inflation and VND

Market wrap: Vn equities became worst performers vs. peers

Macro wrap: Update on inflation

Equity wrap: VND VN: AGM Notes and 1Q earning flash

16/05/2022

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SSI Daily Call with Update on Land Law and VIB

Market wrap: Index murdered extreme fear retail investors

Macro wrap: Update on Land Laws revision

Equity wrap: VIB VN (Market Perform; TP VND 30,700): Shifting gears in bancassurance

13/05/2022

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SSI Daily Call with Update on banking sector and ACB

Market wrap: Indices continue managing to close higher despite 1.5-year low liquidity

Macro wrap: Update on ‘Zero Dong’ banks

Equity wrap: ACB VN (BUY; TP VND 43,000): Burden off the bank’s shoulders

12/05/2022

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SSI Daily Call with Update on tourist arrivals and SAB

Market wrap: Indices backed to green after morning nosediving

Macro wrap: Update on Vietnam tourist arrivals post Covid-19

Equity wrap: SAB VN (Outperform; TP VND 188,000): An encouraging start

11/05/2022

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SSI Daily Call with Update on HPG

Market wrap: Retail investor in selling frenzy, at all cost

Macro wrap: News brief

Equity wrap: HPG VN (Outperform; TP VND 50,600): Valuation has retreated to attractive level

10/05/2022

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SSI Daily Call with Update on GMD

Market wrap: Bourses plummeted hard amid global heavy turbulence

Macro wrap: Weekend highlights at a glance

Equity wrap: GMD VN (Outperform; TP VND 65,000): Earnings growth accelerating with Gemalink and Nam Dinh Vu Phase 2

09/05/2022

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SSI Daily Call with update on banking sector

Market wrap: Main indices managed to closed higher despite Fed hawkishness talk

Macro wrap: Update on retail pump prices

Equity wrap: Update on banking sector: AGM & 1Q2022 flash note

06/05/2022

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SSI Daily Call with Update on currency and DCM

Market wrap: Bourses down further on liquidity muted

Macro wrap: Update on May Fed meeting & Vietnamese economy implications

Equity wrap: DCM VN (Outperform; TP VND 48,900): AGM notes and 1Q22 results

05/05/2022

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SSI Daily Call with Update on April macro data and MSH

Market wrap: VN equities gained more on improved liquidity

Macro wrap: Update on April macro data

Equity wrap: MSH VN (Market Perform; TP VND 97,800): AGM Notes

04/05/2022

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SSI Daily Call with update on corporate bond market and HT1

Market wrap: Liquidity weakening lead indices traded mix

Macro wrap: Update on corporate bond market and Directive 01/BTC

Equity wrap: HT1 VN (Market Perform; TP VND 17,500): 2022 earnings can recover from 2021 bottom

29/04/2022

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SSI Daily Call with update on public investment and MWG

Market wrap: VN equities spiked on weak liquidity despite global headwinds

Macro wrap: Update on 2022 public investment disbursement progress and government bond issuance

Equity wrap: MWG VN (BUY; TP VND 196,000): AGM note - BHX may not reach breakeven in 2022, but capital raise still on track

28/04/2022

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SSI Daily Call with update on Vietnam FDI and VHC

Market wrap: VN equities surged back amid several relaxing talk of Gov

Macro wrap: Economy Watch 4M2022 FDI: Momentum remains

Equity wrap: VHC VN (Outperform; TP VND 101,300): AGM Note and 1Q22 Results – Solid earnings thanks to rising ASP in all export markets

27/04/2022

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