Daily Call

Daily Call
SSI Daily Call with Update on Vietnam FDI and VTP

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

25/02/2021

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SSI Daily Call with Update on BID

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

24/02/2021

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SSI Daily Call with Update on 1Q21 Vietnam ETFs rebalancing preview

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

23/02/2021

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SSI Daily Call with Update on Covid situation in Vietnam and PLX

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

22/02/2021

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SSI Daily Call with Update on Covid-19 stimulus package and GAS

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

19/02/2021

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SSI Daily Call with Update on cabinet meeting and TCB

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

18/02/2021

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SSI Daily Call with Update on VNM

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

17/02/2021

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SSI Daily Call with Update on Vietnam FDI and IMP

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

09/02/2021

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SSI Daily Call with Update on DGW

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

08/02/2021

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SSI Daily Call with Update on Covid situation and delivery sector

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 

05/02/2021

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SSI Daily Call with Update on power sector

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

04/02/2021

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SSI Daily Call with Update on cabinet meeting and construction sector

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

03/02/2021

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SSI Daily Call with Update on 5-year economic plan and VNM

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

02/02/2021

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SSI Daily Call with Update on January macro data and FPT and REE

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

01/02/2021

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SSI Daily Call with Update on pandemic situation in Vietnam and automobile sector

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

29/01/2021

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