Daily Call
Market wrap: VN index extend the gain with moderate liquidity
Macro wrap: Update on solutions for insolvent BOT projects, handling bad debt
Equity wrap: VCB VN: Gaining back some CASA market share
19/05/2022
DownloadMarket wrap: Buying frenzy mode on
Macro wrap: Update on the 2022 public investment progress
Equity wrap: PTB VN (Outperform; TP VND 119,000): Wood orders grow positively
18/05/2022
DownloadMarket wrap: Bourses inched down on another rainy day
Macro wrap: Update on credit flow to the property sector
Equity wrap: MSN VN: Update on 2022 AGM and Q1 results
17/05/2022
DownloadMarket wrap: Vn equities became worst performers vs. peers
Macro wrap: Update on inflation
Equity wrap: VND VN: AGM Notes and 1Q earning flash
16/05/2022
DownloadMarket wrap: Index murdered extreme fear retail investors
Macro wrap: Update on Land Laws revision
Equity wrap: VIB VN (Market Perform; TP VND 30,700): Shifting gears in bancassurance
13/05/2022
DownloadMarket wrap: Indices continue managing to close higher despite 1.5-year low liquidity
Macro wrap: Update on ‘Zero Dong’ banks
Equity wrap: ACB VN (BUY; TP VND 43,000): Burden off the bank’s shoulders
12/05/2022
DownloadMarket wrap: Indices backed to green after morning nosediving
Macro wrap: Update on Vietnam tourist arrivals post Covid-19
Equity wrap: SAB VN (Outperform; TP VND 188,000): An encouraging start
11/05/2022
DownloadMarket wrap: Retail investor in selling frenzy, at all cost
Macro wrap: News brief
Equity wrap: HPG VN (Outperform; TP VND 50,600): Valuation has retreated to attractive level
10/05/2022
DownloadMarket wrap: Bourses plummeted hard amid global heavy turbulence
Macro wrap: Weekend highlights at a glance
Equity wrap: GMD VN (Outperform; TP VND 65,000): Earnings growth accelerating with Gemalink and Nam Dinh Vu Phase 2
09/05/2022
DownloadMarket wrap: Main indices managed to closed higher despite Fed hawkishness talk
Macro wrap: Update on retail pump prices
Equity wrap: Update on banking sector: AGM & 1Q2022 flash note
06/05/2022
DownloadMarket wrap: Bourses down further on liquidity muted
Macro wrap: Update on May Fed meeting & Vietnamese economy implications
Equity wrap: DCM VN (Outperform; TP VND 48,900): AGM notes and 1Q22 results
05/05/2022
DownloadMarket wrap: VN equities gained more on improved liquidity
Macro wrap: Update on April macro data
Equity wrap: MSH VN (Market Perform; TP VND 97,800): AGM Notes
04/05/2022
DownloadMarket wrap: Liquidity weakening lead indices traded mix
Macro wrap: Update on corporate bond market and Directive 01/BTC
Equity wrap: HT1 VN (Market Perform; TP VND 17,500): 2022 earnings can recover from 2021 bottom
29/04/2022
DownloadMarket wrap: VN equities spiked on weak liquidity despite global headwinds
Macro wrap: Update on 2022 public investment disbursement progress and government bond issuance
Equity wrap: MWG VN (BUY; TP VND 196,000): AGM note - BHX may not reach breakeven in 2022, but capital raise still on track
28/04/2022
DownloadMarket wrap: VN equities surged back amid several relaxing talk of Gov
Macro wrap: Economy Watch 4M2022 FDI: Momentum remains
Equity wrap: VHC VN (Outperform; TP VND 101,300): AGM Note and 1Q22 Results – Solid earnings thanks to rising ASP in all export markets
27/04/2022
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