Daily Call
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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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
DownloadMarket 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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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
DownloadMarket 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
DownloadMarket 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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