Daily Call

Daily Call
SSI Daily Call with Update on 3Q22 macro data and HAH

Market wrap: Indices extended losing streak despite over expected macro number released

Macro wrap: Vietnam macro update: Growth peaked in Q3 2022, and 2023 to be in focus

Equity wrap: HAH VN (Outperform; TP VND 54,000): Company visit note

30/09/2022

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SSI Daily Call with Update on Balance of Payment and MWG

Market wrap: Indices sank again on muted liquidity

Macro wrap: Update on Vietnam Balance of Payments

Equity wrap: MWG VN (BUY; TP VND 87,800): August results

29/09/2022

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SSI Daily Call with Update on Textile & Garment sector

Market wrap: Bourses headed south amid waterfall effect

Macro wrap: News briefing

Equity wrap: Vietnam Textile and Garment Sector Update: Expecting headwinds until 1H23

28/09/2022

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SSI Daily Call with Update on FDI and Shipping sector

Market wrap: Indices broke down amid retail fragile sentiment

Macro wrap: Resilient FDI inflows but cloudy outlook ahead

Equity wrap: Vietnam Shipping sector Update.

27/09/2022

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SSI Daily Call with Update on Monetary policy and GAS

Market wrap: Quiet trading day with minimum liquidity on bourses

Macro wrap: Update on monetary policy

Equity wrap: GAS VN (Outperform; TP VND 128,000): High oil prices driving 2022 earnings towards highest since 2015

26/09/2022

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SSI Daily Call with Update on Policy rate and PNJ

Market wrap: Indices eased down on muted liquidity

Macro wrap: 2022 Vietnam monetary policy: SBV officially raises rates

Equity wrap: PNJ VN (BUY; TP VND 139,200): Resilient growth despite inflationary pressure

23/09/2022

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SSI Daily Call with Update on Monetary policy and Property sector

Market wrap: Indices eased down on muted liquidity

Macro wrap: Update on September Fed meeting

Equity wrap: Vietnam Property Sector Update: Potential impact from Decree 65 on corporate bond issuance

22/09/2022

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SSI Daily Call with Update on Credit growth and PAN

Market wrap: Indices bounced back on institutional buying

Macro wrap: Update on credit management

Equity wrap: PAN VN: Solid core platform to fuel earnings growth

21/09/2022

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SSI Daily Call with Update on Decree 65 on corporate bond market and AST

Market wrap: Indices sank prior to next Fed rate hike decision

Macro wrap: Corporate bond legal framework updates

Equity wrap: AST VN (Outperform; TP VND 69,000): Earnings turnaround after eight consecutive quarters of losses

20/09/2022

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SSI Daily Call with Update on Pharmaceutical retail sector

Market wrap: Liquidity improved on ETF rebalancing day

Macro wrap: News brief

Equity wrap: Update on Pharmaceutical retail sector

19/09/2022

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SSI Daily Call with Update on public investment and KDC

Market wrap: Quiet trading activities in VN30F1M expiry date

Macro wrap: Update on 2022 public investment progress

Equity wrap: KDC VN: 1H22 results: Optimization of current operations and business expansion

16/09/2022

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SSI Daily Call with Update on Law on Residential Housing and OCB

Market wrap: Bourses survived heavy sales off by a mild decline

Macro wrap: Update on the revision of the Law on Residential Housing

Equity wrap: OCB VN (Market Perform; TP VND 22,500): Bank faces obstacles ahead

15/09/2022

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SSI Daily Call with Update on Decree 153 on corporate bond market and DRC

Market wrap: Bourses went sideway whole day then shot up on Financials gain

Macro wrap: On the Newest Update of Decree 153

Equity wrap: DRC VN (Outperform; TP VND 34,400): Raw material price correction to support 2H22 earnings growth

14/09/2022

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SSI Daily Call with Update on State budget and VRE

Market wrap: VN equities fluctuated as VN30F1M expiry date

Macro wrap: Update on 8M22 State Budget

Equity wrap: VRE VN (BUY; TP VND 35,200): Back to normal track

13/09/2022

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SSI Daily Call with Update on Vietnam ETFs 3Q2022 review results

Market wrap: VN Equity bounced back on institutional buying

Macro wrap: Update on draft of Vietnam’s National Energy Development Strategy to 2030 and outlook to 2045

Equity wrap: Vietnam ETFs 3Q2022 review results

12/09/2022

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