Daily Call

Market wrap: Indices dove hard on profit taking

Macro wrap: Update on 2022 public disbursement progress

Equity wrap: Vietnam Aviation Sector Update: Fast forwarding to full recovery

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the new average retail electricity price band

Equity wrap: STK VN (Underperform; TP VND 28,600): Sharp decline in gross profit margins

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the Ministry of Industry and Trade conference

Equity wrap: Vietnam Seaports & Logistics Sector Update: Bracing for headwinds in a downcycle

Market wrap: Indices still struggled to stay in green

Macro wrap: Update on the January cabinet meeting

Equity wrap: Vietnam Residential Property Sector Update: Struggles persist

Market wrap: Markets nosedove on toxic rumors

Macro wrap: Update on the January FOMC meeting and Vietnam money market movements

Equity wrap: Vietnam Food & Beverage Sector Update: Margin improvement to be the only silver lining in the high inflation cloud

Market wrap: Morning hiccup could not stop the whole day rally

Macro wrap: Update on KRX launch progress

Equity wrap: Vietnam Insurance Sector Update: High interest rates to offer silver lining for insurers

Market wrap: Profit taking on large cap dragged indices down

Macro wrap: Update on the revised methodology for LDR calculation

Equity wrap: REE VN (Outperform; TP VND 87,500): 4Q22 led by hydropower segment and a better-than-expected 2022 earnings

Market wrap: Indices Lunar New Year debut with a gain

Macro wrap: Update on January macro data

Equity wrap: Vietnam Oil&Gas Sector Update: Oil price can stabilize from 2022 peak, but is likely to remain high

Market wrap: Markets up despite Vn30f1m expiry

Macro wrap: Update on the price situation during the Tet holidays

Equity wrap: HPG VN (Market Perform; TP VND 18,000): Maintaining negative earnings in 4Q22 due to record-low utilization rate

Market wrap: Markets surged amid strong inflow
Macro wrap: Update on Directive 01 on the banking sector

Equity wrap: Vietnam Retail Sector Update: Navigating the trough

Market wrap: Markets surged amid strong inflow

Macro wrap: Update on the government bond 2023 issuance plan

Equity wrap: Vietnam Electricity Sector Update: Thermal power heat

Market wrap: Indices up strongly on Financials surges

Macro wrap: Update on Property-related Taxes 

Equity wrap: HOSE Index 1Q23 review results