Daily Call

Daily Call
SSI Daily Call with Update on PHR

Market wrap: HCM bourse recovers on optimistic 1H2021 earnings

Macro wrap: FED rate outlook and Vietnam

Equity wrap: PHR VN (Market Perform; TP VND 57,100): AGM – 2021 earnings decline on slow licensing process

18/06/2021

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SSI Daily Call with Update on PVT

Market wrap: Indices stumble prior June’s future expiry

Macro wrap: Update on Covid-19 outbreak in Vietnam

Equity wrap: PVT VN (Outperform; TP VND 21,500): 2021 AGM flash note

17/06/2021

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SSI Daily Call with Update on 2021 economic growth target and FPT

Market wrap: Main bourse trades mixed amid heightened cautiousness

Macro wrap: Update on National Assembly standing committee meeting

Equity wrap: FPT VN (Outperform; TP VND 93,000): 5M2021 update, Attractive turnaround from Domestic IT market

16/06/2021

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SSI Daily Call with Update on SOE reform and VCI

Market wrap: Main bourse gain further despite extended social distancing

Macro wrap: Update on SOE reform

Equity wrap: VCI VN: Update on 1Q2021 results

15/06/2021

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SSI Daily Call with Update on MSCI market classification and Vietnam ETFs 2Q21 review results

Market wrap: Both bourses gain on bargain hunting boost

Macro wrap: Update on MSCI market classification

Equity wrap: Vietnam ETFs 2Q21 review results

14/06/2021

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SSI Daily Call with Update on Covid-19 supporting measures and VHC

Market wrap: Bourses fluctuate strongly while traded volume weakens

Macro wrap: Update on Covid-19 supporting measures

Equity wrap: VHC VN (Outperform; TP VND 50,000): 5M results – Demand recovery in the US to drive growth

11/06/2021

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SSI Daily Call with Update on Government debt plan and MSB

Market wrap: Bourses recover from the deep plunge thanks to bargain hunting

Macro wrap: Update on Vietnam government debt plan

Equity wrap: MSB VN: 1Q2021 Update

10/06/2021

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SSI Daily Call with Update on HT1

Market wrap: Bourses extend correction due to ongoing profit taking pressure

Macro wrap: Update on the cabinet meeting resolution in May

Equity wrap: HT1 VN (Market Perform; TP VND 16,400): Significant contraction in gross margin due to stronger competition pressure

09/06/2021

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SSI Daily Call with Update on forex policy and DXG

Market wrap: VN-Index ends 6 consecutive gains on growing profit-locking

Macro wrap: Update on Vietnam forex policy

Equity wrap: DXG VN (Outperform; TP VND 32,300): Expecting strong earnings rebound. Successful spinoff of brokerage arm via DXS

08/06/2021

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SSI Daily Call with Update on PVT

Market wrap: VN-Index inches up despite heavy profit-locking pressure, liquidity sets new ATH

Macro wrap: Update on Covid-19 outbreak and SOE IPO regulation

Equity wrap: PVT VN (Outperform; TP VND 21,500): 1Q 2021 result notes

07/06/2021

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SSI Daily Call with Update on cabinet meeting and NLG

Market wrap: Financial sector boosts the bourses further amid record high liquidity

Macro wrap: Update on the cabinet meeting

Equity wrap: NLG VN (Outperform; TP VND 47,000): Ambitious development plan ahead

04/06/2021

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SSI Daily Call with Update on 2021-2025 economic reform plan and oil and gas sector

Market wrap: Main index slips to green despite profit booking looms

Macro wrap: Update on 2021-2025 economic reform plan

Equity wrap: Vietnam Oil&Gas sector update: Oil price to leg higher

03/06/2021

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SSI Daily Call with Update on Vietnam PMI and SHB

Market wrap: VN-Index stays upbeat on half day trading, foreign net selling continues

Macro wrap: Update on Vietnam manufacturing PMI and HOSE trading congestion

Equity wrap: SHB VN (Underperform; TP VND 25,050): Solid 1Q 2021 performance strengthens the prospect of a bright year

02/06/2021

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SSI Daily Call with Update on PLX

Market wrap: Both bourses establish new ATHs amid phenomenal liquidity

Macro wrap: Update on economic reform 2021-2025

Equity wrap: PLX VN (Outperform; TP VND 67,000): Encouraging sales volume growth, thanks to the tightening of control over petroleum smuggling

01/06/2021

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SSI Daily Call with Update on May macro data and ANV

Market wrap: Bourses bounce back to set new ATHs on booming liquidity

Macro wrap: Vietnam macro data in May

Equity wrap: ANV VN: Benefiting from pangasius demand recovery

31/05/2021

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