Daily Call

Daily Call
SSI Daily Call with Update on public investment and Aviation sector

Market wrap: Indices dove hard on profit taking

Macro wrap: Update on 2022 public disbursement progress

Equity wrap: Vietnam Aviation Sector Update: Fast forwarding to full recovery

08/02/2023

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SSI Daily Call with update on electricity price and STK

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the new average retail electricity price band

Equity wrap: STK VN (Underperform; TP VND 28,600): Sharp decline in gross profit margins

07/02/2023

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SSI Daily Call with Update on Seaports & Logistics sector

Market wrap: Markets fluctuated amid Domestic ETFs rebalancing

Macro wrap: Update on the Ministry of Industry and Trade conference

Equity wrap: Vietnam Seaports & Logistics Sector Update: Bracing for headwinds in a downcycle

06/02/2023

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SSI Daily Call with Update on January cabinet meeting and Residential Property sector

Market wrap: Indices still struggled to stay in green

Macro wrap: Update on the January cabinet meeting

Equity wrap: Vietnam Residential Property Sector Update: Struggles persist

03/02/2023

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SSI Daily Call with Update on money market and Food & Beverage Sector

Market wrap: Markets nosedove on toxic rumors

Macro wrap: Update on the January FOMC meeting and Vietnam money market movements

Equity wrap: Vietnam Food & Beverage Sector Update: Margin improvement to be the only silver lining in the high inflation cloud

02/02/2023

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SSI Daily Call with Update on KRX launching progress and insurance sector

Market wrap: Morning hiccup could not stop the whole day rally

Macro wrap: Update on KRX launch progress

Equity wrap: Vietnam Insurance Sector Update: High interest rates to offer silver lining for insurers

01/02/2023

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SSI Daily Call with Update on banking sector and REE

Market wrap: Profit taking on large cap dragged indices down

Macro wrap: Update on the revised methodology for LDR calculation

Equity wrap: REE VN (Outperform; TP VND 87,500): 4Q22 led by hydropower segment and a better-than-expected 2022 earnings

31/01/2023

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SSI Daily Call with Update on January macro data and oil & gas sector

Market wrap: Indices Lunar New Year debut with a gain

Macro wrap: Update on January macro data

Equity wrap: Vietnam Oil&Gas Sector Update: Oil price can stabilize from 2022 peak, but is likely to remain high

30/01/2023

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SSI Daily Call with Update on HPG

Market wrap: Markets up despite Vn30f1m expiry

Macro wrap: Update on the price situation during the Tet holidays

Equity wrap: HPG VN (Market Perform; TP VND 18,000): Maintaining negative earnings in 4Q22 due to record-low utilization rate

27/01/2023

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SSI Daily Call with Update on banking sector and retail sector

Market wrap: Markets surged amid strong inflow
Macro wrap: Update on Directive 01 on the banking sector

Equity wrap: Vietnam Retail Sector Update: Navigating the trough

19/01/2023

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SSI Daily Call with Update on power sector

Market wrap: Markets surged amid strong inflow

Macro wrap: Update on the government bond 2023 issuance plan

Equity wrap: Vietnam Electricity Sector Update: Thermal power heat

18/01/2023

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SSI Daily Call with Update on HOSE Index 1Q23 review

Market wrap: Indices up strongly on Financials surges

Macro wrap: Update on Property-related Taxes 

Equity wrap: HOSE Index 1Q23 review results

17/01/2023

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SSI Daily Call with Update on fertilizer sector

Market wrap: Markets mildly up despite huge put though trade on EIB

Macro wrap: Weekend news briefing

Equity wrap: Vietnam Fertilizer Sector Update: High net cash position to cushion the share price drops

16/01/2023

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SSI Daily Call with Update on 2023 socio-economic action plan and VNZ

Market wrap: Markets lingered in green with muted traded value

Macro wrap: Update on Resolution 01/2023, outlining the 2023 socioeconomic action plan

Equity wrap: VNZ VN: Company Update

13/01/2023

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SSI Daily Call with Update on exchange rate and fisheries sector

Market wrap: Indices up slightest on stocks moving sideways

Macro wrap: Update on the exchange rate movement

Equity wrap: Vietnam Fisheries Sector Update: 2023E EPS decline given high base

12/01/2023

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