Daily Call

Market wrap: Both bourses up higher despite heavy foreign sell-offs

Macro wrap:  Chalk one up to the bears for April data

Equity wrap: VNM VN (Outperform; TP VND 115,500): Update on Q1 results 

                       VSC VN: 1Q 2020 business results quick note

Market wrap: Stocks trade mix pressuring the bourses to end lower

Macro wrap:  Update on the relaxation of social distancing

Equity wrap: CTG VN (Outperform): 1Q20 prelim results

Market wrap: Both bourses dip over foreign net sell tension

Macro wrap:  Update on the government supporting measures

Equity wrap: VCB VN (Outperform; TP: 77,800): AM Note

                       TPB VN (Market Perform): 1Q2020 Results

Market wrap: Blue-chips support VN-Index to rise higher

Macro wrap:  Update on Vietnam foreign investment

Equity wrap: VNM VN: Company update

                       NT2 VN (Market Perform; TP VND: 22,000): 1Q20 results update, improved gross margin thanks to lower gas price

                       STB VN: Sound progress in the handling of legacy debt

Market wrap: Stocks react positively on relaxing social distancing order  

Macro wrap:  Measures to faster public investment

Equity wrap: GAS VN: 1Q20 prelim results

                       DXG VN: 1Q20 prelim results

Market wrap: Bourses slightly increase amid higher foreign selling pressure

Macro wrap:  Vietnam to reopen economy and life

Equity wrap: VCB VN: Update on 1Q20 prelim results

                       FPT VN (BUY; TP VND 64,000): 1Q20 results update

Market wrap: The market slumped after WTI crude future's historic fall

Macro wrap:  Low oil price implication

Equity wrap: HPG VN: Updates on prelim 1Q20 results

                       VPB VN: Updates on prelim 1Q20 results

Market wrap: HCM bourse remains on the rise despite foreign net sell continues

Macro wrap:  Update on Vietnam Covid-19 containment

Equity wrap: DPM VN: Higher tariffs, but lower gas input costs

Market wrap: The market stays on the winning streak after possible anti-COVID-19 vaccine

Macro wrap:  Update on the next supporting measures from the government

Equity wrap: PPC VN (Market Perform; TP VND 27,600): 1Q20 unaudited result updates

Market wrap: Blue-chips’ rally extends the winning streak

Macro wrap:  Update on Vietnam state budget

Equity wrap: IMP VN (BUY; TP VND 69,300): 1Q20 prelim results

Market wrap: The bourses continue to surge despite the social distancing extension

Macro wrap:  Update on Vietnam’s relaxation of the stay-at-home request

Equity wrap: Vietnam Aviation sector: Update on 1Q2020 preliminary result and 2020 guidance amid COVID-19

Market wrap: VN-Index slightly rises as foreign selling pressure continues

Macro wrap:  Update on Vietnam foreign trade

Equity wrap: PHR VN (BUY; TP VND 50,000): 1Q20 prelim results

                      POW VN: 1Q20 prelim results, disappointing earnings due to lack of gas supply

Market wrap: Blue-chips edge higher boosting the bourses’ rally rebound

Macro wrap:  Update on inflation

Equity wrap: PVS VN: 1Q20 prelim results

Market wrap: Aviation sector surges, narrowing down the market’s loss

Macro wrap:  Update on the state budget

Equity wrap: DPM VN: 1Q20 prelim results

Market wrap: Bourses maintain on the winning streak after zero new virus case

Macro wrap:  Update on Vietnam sovereign ratings

Equity wrap: PNJ VN: Update on 1Q20 prelim results and Covid-19 impact