Daily Call

Market wrap: Bourses slump prior to closing on heavy profit-taking

Macro wrap: Update on Vietnam FDI

Equity wrap: VTP VN: 4Q 2020 results quick note

Market wrap: Both indices end in the green although profit locking pressures remain

Macro wrap: Update on Covid-19 vaccine rollout plan

Equity wrap: BID VN (Market Perform; TP VND 46,430): Capital raise pressure is coming back

Market wrap: VN-Index slips into green despite heavy foreign net selling returns

Macro wrap: Update on Power Development Master Plan VIII for 2021-2030

Equity wrap: 1Q21 Vietnam ETFs rebalancing preview

Market wrap: VN-Index stumbles in the red after 2 consecutive gains

Macro wrap: Update on Covid-19 outbreak

Equity wrap: PLX VN (Outperform; TP VND 67,000): Expecting substantial rebound in 2021 driven by recovery in both fuel price and demand

Market wrap: Both bourses continue to hike amid higher liquidity

Macro wrap: Update on the next stimulus package

Equity wrap: GAS VN (Outperform; TP VND 98,000): Expecting demand recovery in 2021

Market wrap: Blue-chips surge lifting HCM main bourse above 1,150 pts

Macro wrap: Update on government meeting    

Equity wrap: TCB VN: Strong income helped to upgrade asset quality

Market wrap: Both bourses inch higher prior to LNY despite heavy foreign net selling

Macro wrap: Update on the Lunar New Year     

Equity wrap: VNM VN (Outperform; TP VND 131,000): Attractive valuation

Market wrap: Heavy selling pressures both bourses to plunge

Macro wrap: Update on Vietnam FDI

Equity wrap: IMP VN (BUY; TP VND 73,000): Back on track in FY21: Healthcare demand revitalized from a low base

Market wrap: Key sectors surge higher, extending HCM bourse's gain

Macro wrap: Update on Covid-19 outbreak

Equity wrap: DGW VN (Market Perform; TP VND 80,800): A beneficiary of long term upgrade to 5G as 2G becomes obsolete

Market wrap: Cautious behaviors pressure both bourses' gains

Macro wrap: Update on Covid-19 outbreak

Equity wrap: Vietnam Delivery sector 2021 outlook: Delivering growth along schedule 

Market wrap: Large-caps hike to ceiling leading both indices to rally

Macro wrap: Update on the growth scenario

Equity wrap: Vietnam Electricity sector 2021 outlook: Eyes on wind project & Enjoy the hydropower momentum

Market wrap: Blue-chips boost the main bourse to rally despite Covid

Macro wrap: Update on cabinet meeting

Equity wrap: Vietnam Construction sector 2021 outlook: Eyes on new contracts

Market wrap: VN-Index tumbles on growing profit locking

Macro wrap: A recap on the Party Congress

Equity wrap: VNM VN: Less froth on the top for Q4 results

Market wrap: Bargain hunting supports indices into recovery

Macro wrap: Vietnam macro update for January

Equity wrap: FPT VN (BUY; TP VND 86,200): Market panic to trigger more attractive valuation

                     REE VN (BUY; TP VND 63,000): A successful completion of 2020 guidance

Market wrap: Both bourses dive due to rising concern of the new Covid transmission

Macro wrap: Update on Covid-19 outbreak

Equity wrap: Vietnam Automobile sector 2021 Outlook: Strong demand boosted by cheaper cars