Daily Call

Daily Call
SSI Daily Call with Update on DGC

Market wrap: Stocks correct amid fears on Evergrande debt crisis weight global equities

Macro wrap: Update on Covid-19 situation

Equity wrap: DGC VN (BUY; TP VND 177,000): Company Update

21/09/2021

Download
SSI Daily Call with Update on PTB

Market wrap: Bourses extend gain amid ETFs rebalancing review

Macro wrap: Weekend update briefing

Equity wrap: PTB VN (BUY; TP VND 128,000): Company Update - 2021-2022 Outlook

20/09/2021

Download
SSI Daily Call with Update on LAS

Market wrap: VN-Index trades sideways on Sep futures expiry, liquidity remains muted

Macro wrap: Update on Covid-19 policy responses

Equity wrap: LAS VN: Company Update

17/09/2021

Download
SSI Daily Call with Update on SLS

Market wrap: VN-Index ends two consecutive losses, liquidity remains weak prior to futures expiry

Macro wrap: Update on the government meeting on 2021-2022 growth

Equity wrap: SLS VN (BUY; TP VND 213,000): A strong growth driven by higher ASP

16/09/2021

Download
SSI Daily Call with Update on August trade data and QNS

Market wrap: Bourses extend correction on weakened liquidity

Macro wrap: Update on August trade data

Equity wrap: QNS VN (BUY; TP VND 60,800): Well-positioned to enjoy long-term growth

15/09/2021

Download
SSI Daily Call with Update on sugar sector

Market wrap: Correction on VN-Index amid testing 1,350 level

Macro wrap: Update on retail pump prices and Covid-19 reopening plan

Equity wrap: Vietnam Sugar Sector: Long-term growth could be expected

14/09/2021

Download
SSI Daily Call with Update on Vietnam ETFs 3Q2021 review results

Market wrap: Bourses remain flatline amid muted liquidity flow

Macro wrap: Update on Covid-19 situation

Equity wrap: Vietnam ETFs 3Q2021 review results

13/09/2021

Download
SSI Daily Call with Update on reopening plan and TNH

Market wrap: Bluechips’ recovery fuels the indices upbeat momentum

Macro wrap: Update on reopening plan

Equity wrap: TNH VN (BUY; TP VND 51,800): Strong market positioning and efficient operation in the favorable healthcare market

10/09/2021

Download
SSI Daily Call with Update on Vietnam stock market status and insurance sector

Market wrap: VN-Index extends the correction on weakened liquidity

Macro wrap: Update on Vietnam stock market status

Equity wrap: Draft Revision of the Insurance Law

09/09/2021

Download
SSI Daily Call with Update on banking sector and LPB

Market wrap: Main bourse struggles at closing despite financials boost

Macro wrap: Update on Circular 14/2021/TT-NHNN: An amendment of Circular 01 and 03 on loan rescheduling scheme by SBV

Equity wrap: LPB VN (Non-Rating): Great improvement in earnings results but more disclosure needed 

08/09/2021

Download
SSI Daily Call with Update on cabinet meeting and MSB

Market wrap: Bourses extend gain, inflows remain among mid-small caps

Macro wrap: Update on the August Government meeting

Equity wrap: MSB VN (Market Perform; TP VND 29,600): Stellar earnings yet asset quality needs improving

07/09/2021

Download
SSI Daily Call with Update on HAH

Market wrap: Heavy blue-chips’ selloffs weigh on the bourses prior to the holiday

Macro wrap: Update on reopening plan

Equity wrap: HAH VN (BUY; TP VND 78,400): Aggressive expansion through 2024

06/09/2021

Download
SSI Daily Call with Update on Covid situation and PC1

Market wrap: Bourses slip into green despite the latter session’s hit

Macro wrap: Update on the Covid situation

Equity wrap: PC1 VN (Market Perform; TP VND 32,900): Update on audited 1H2021 results

01/09/2021

Download
SSI Daily Call with Update on HT1

Market wrap: Bottom fishing on key sectors boosts the main bourse upward

Macro wrap: Update on the Vietnam population demographic

Equity wrap: HT1 VN (Underperform; TP VND 17,600): Earnings to be hit by Covid-19 significantly in 3Q21 before recovering positively in 2022

31/08/2021

Download
SSI Daily Call with Update on August macro data and MWG

Market wrap: Both bourses recover, triggered by bargain hunting

Macro wrap: Update on August macro data

Equity wrap: MWG VN (Outperform; TP VND 130,000): BHX to cushion earnings decline amid pandemic resurgence

30/08/2021

Download
SSI