Daily Call

Daily Call
SSI Daily Call with Update on Vietnam Jan-Feb Macro data and ACB 4Q23 business result
Market wrap: Foreign ETFs at ATC session, Markets slid down slightest
Macro wrap: Vietnam Jan-Feb Macro Update
Equity wrap: ACB VN: 4Q23 business results

01/03/2024

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SSI Daily Call with Update on the stock market conference and MWG analyst meeting note
Market wrap: Market surges stronger, surpass 52w level
Macro wrap: Update on the stock market conference
Equity wrap: MWG VN: Analyst meeting note

29/02/2024

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SSI Daily Call with Update on 2M23 FDI and SAB 2023 earnings result

Market wrap: Markets rally on sector rotation

Macro wrap: FDI update

Equity wrap: SAB VN: 4Q23 results update

28/02/2024

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SSI Daily Call with Update on the progress to remove from FATF grey list and VHC 1M24 result

Market wrap: It’s all about midcap, liquidity sank but still above 1m average

Macro wrap: Update on the progress to remove from FATF grey list

Equity wrap: VHC VN: 1M24 result

27/02/2024

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SSI Daily Call with Update on Vietnam ETFs 1Q24 review estimates

Market wrap: Markets being hammered, liquidity surged

Macro wrap: In the news

Equity wrap: Vietnam ETFs 1Q 2024 review estimates

26/02/2024

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SSI Daily Call with Update on open market operations, exchange rate and HAH

Market wrap: Markets went flat on dimmed liquidity

Macro wrap: Update on open market operations & FX

Equity wrap: HAH VN: Turn around should happen from 2Q24

23/02/2024

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SSI Daily Call with Update on Tet trade data and PNJ 1M24 business result

Market wrap: Indices went sideways, liquidity maintains high

Macro wrap: Economic Watch – Tet trade data

Equity wrap: PNJ VN: January results

22/02/2024

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SSI Daily Call with Update on the SBV meeting on boosting credit flows and PVD

Market wrap: The rally continue fuelled by Vin family tickers

Macro wrap: Update on the SBV meeting on boosting credit flows

Equity wrap: PVD VN: 4Q2023 Analyst meeting note – Upcycle is getting longer

21/02/2024

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SSI Daily Call with Update on the latest progress for KRX implementation and FMC

Market wrap: Indices surges strongly on Vingroup related names rally

Macro wrap: Update on the latest progress for KRX implementation

Equity wrap: FMC VN (Outperform; TP VND 55,500): Update on business results and shrimp export sector

20/02/2024

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SSI Daily Call with Update on infrastructure investment and February market outlook

Market wrap: Market inched up on abundant liquidity

Macro wrap: Update on infrastructure investment

Equity wrap: Vietnam Monthly Strategy & Outlook February 2024: Market sentiment improves on supportive news

19/02/2024

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SSI Daily Call with Update on the National digital transformation plan and FPT Analyst meeting takeaways

Market wrap: Indices mixing on VN30F1M expiry date

Macro wrap: Update on the national digital transformation plan

Equity wrap: FPT VN: 2024 Analyst meeting takeaways

16/02/2024

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SSI Daily Call with Update on January cabinet meeting and 2024 Vietnam market outlook

Market wrap: Market surges on Financial tickers rally, liquidity not improved

Macro wrap: Update on government resolution for the cabinet meeting for January

Equity wrap: 2024 Vietnam market outlook: Ride the Dragon

15/02/2024

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SSI Daily Call with Update on the 2024 Budget and Brokerage sector 2024 outlook

Market wrap: Indices inched up on foreign huge net selling, liquidity moderate

Macro wrap: Update on the 2024 Budget

Equity wrap: Brokerage sector 2024 outlook: Forward momentum

07/02/2024

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SSI Daily Call with Update on the Decree on land valuation and Insurance sector 2024 outlook

Market wrap: Banking names lead the rally with many names closed near limit up price

Macro wrap: Update on the Decree on land valuation

Equity wrap: Insurance sector 2024 outlook

06/02/2024

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SSI Daily Call with Update on new Decree on hi-tech industrial park and DGW 4Q23 earnings result

Market wrap: Liquidity surged amid domestic ETFs rebalancing

Macro wrap: Legislation briefing

Equity wrap: DGW VN: 4Q2023 earnings results

05/02/2024

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