Daily Call

Daily Call
SSI Daily Call with Update on AGG

Market wrap: VN-Index slightly edges into green despite ongoing pandemic worries

Macro wrap:  Update on the government’s pre-emergency measure on Covid-19 outbreak

Equity wrap: AGG VN: Active developer in mid-end segment

01/04/2020

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SSI Daily Call with Update on Government stimulus package, HPG and VNM

Market wrap: Stocks slump on pandemic concern rises

Macro wrap:  Update on the government stimulus package

Equity wrap: HPG VN: Quick updates

                      VNM VN (Outperform; TP VND 108,000): Update on VNM conference call on impact of Covid-19

31/03/2020

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SSI Daily Call with Update on 1Q20 GDP growth and VHC

Market wrap: Foreign investors end the 33 days of net selling streak

Macro wrap:  Vietnam 1Q20 macro update: The long and winding road to growth

Equity wrap: Fisheries sector and VHC VN: Quick Update on Covid-19 impact

30/03/2020

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SSI Daily Call with Update on 2020 macro plan and airport service sector

Market wrap: VN-Index continues on the winning streak as foreign sell-offs lessen

Macro wrap:  Update on the government plan for 2020

Equity wrap: Airport service sector: Quick Update on Covid-19 impact

27/03/2020

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SSI Daily Call with Update on Government stimulus package and VEA

Market wrap: VN-Index surges the most in more than a decade

Macro wrap:  Update on Vietnam discussion on stimulus package

Equity wrap: Automobile sector and VEA VN: Quick Update on Covid-19 impact

26/03/2020

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SSI Daily Call with Update on FDI and VNM 2020 initial plan

Market wrap: Both bourses narrow down loss despite the lingering foreign sell-offs

Macro wrap:  Vietnam Q1 foreign direct investment update

Equity wrap: VNM VN: 2020 initial plan

25/03/2020

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SSI Daily Call with Update on exchange rate and TPB

Market wrap: Heavy sell-offs pressure VN-Index to reach 4-year low

Macro wrap:  Update on exchange rate

Equity wrap: TPB VN (Outperform; TP VND 25,800): Stronger growth from cleaner assets, insurance deal with Sunlife

24/03/2020

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SSI Daily Call with Update on VIB

Market wrap: VN-Index drops below 710 level on blue-chips’ tension

Macro wrap:  Update on Vietnam textile & garment exports during Covid-19

Equity wrap: VIB VN: Active bank with largest exposure to retail lending in Vietnam 

23/03/2020

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SSI Daily Call with Update on measures to support stock market and NT2

Market wrap: The pandemic pressures VN-Index back to downward trend

Macro wrap:  Update on measures to support the stock market

Equity wrap: NT2 VN (BUY; TP VND 22,000): Safe haven with attractive dividend yield

20/03/2020

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SSI Daily Call with Update on banking sector

Market wrap: Market rebounds on the rise of banking sector

Macro wrap:  Update on Vietnam foreign trade by the first half of March

Equity wrap: Impacts of new regulations of interest rates on the banking sector

19/03/2020

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SSI Daily Call with Update on GAS

Market wrap: Stocks narrow earlier loss as financials lead

Macro wrap:  Update on Vietnam public investment

Equity wrap: GAS VN (Market Perform; TP VND 64,500): Negative news on oil price largely priced in

18/03/2020

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SSI Daily Call with Update on BID

Market wrap: Heavy sell-off pressure continues to weigh down the bourses

Macro wrap:  Update on policy rate decision from central bank

Equity wrap: BID VN (Outperform; TP VND 42,200):  Optimizing bank processes, ready to move into new chapter

17/03/2020

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SSI Daily Call with Update on public investment and 1Q20 Vietnam ETFs rebalancing results

Market wrap: VN-Index narrows down loss while foreign sell-offs intensify

Macro wrap:  Update on public investment

Equity wrap: Update on 1Q20 Vietnam ETFs rebalancing results

16/03/2020

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SSI Daily Call with Update on Government supporting measures against Covid-19 and PNJ

Market wrap: Sell-off spree drags VN-Index to stumble further

Macro wrap: Summary of the government supporting measures

Equity wrap: PNJ VN (Outperform; TP VND 80,200): Update on Covid-19 impact

13/03/2020

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SSI Daily Call with Update on 2M20 trade data and SAB

Market wrap: Stocks tank on continued coronavirus concern 

Macro wrap: Update on Vietnam foreign trade in Jan-Feb 2020

Equity wrap: SAB VN (Outperform; TP VND 183,800): Virus hampers the on-premise sales

12/03/2020

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