Daily Call

Market wrap: VN-Index continues to edge higher as foreign net sell remains

Macro wrap:  Update on public investment

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

                      FPT VN:  Updates on 2020 AGM and Covid-19 impact

Market wrap: VN-Index posts 5 consecutive day gain despite the lingering foreign sell-offs

Macro wrap:  Update on Vietnam unemployment rate

Equity wrap: PHR VN (BUY; TP VND 50,000): 2020 earnings growth unfazed, shielded by effects of COVID19

Market wrap: VN-Index marks highest gain in nearly 2 decades

Macro wrap:  Update on the impact of the Covid-19 pandemic on Vietnam SOEs

Equity wrap: Banking sector: Quick Update on Covid-19 impact

Market wrap: VN-Index regains 700-point mark as local sentiments over the pandemic ease

Macro wrap:  FTSE Equity Country Classification March 2020 Interim Update

Equity wrap: QNS VN (Outperform; TP VND 27,500): Sugar prospects crystalizing

MWG VN: Operations and Results: Mixed Influence from COVID-19

Market wrap: Both bourses recover strongly on financial blue-chips’ rally

Macro wrap:  Update on the cabinet meeting

Equity wrap: REE VN: Upcoming restructuring strategy

Market wrap: VN-Index slightly edges into green despite ongoing pandemic worries

Macro wrap:  Update on the government’s pre-emergency measure on Covid-19 outbreak

Equity wrap: AGG VN: Active developer in mid-end segment

Market wrap: Stocks slump on pandemic concern rises

Macro wrap:  Update on the government stimulus package

Equity wrap: HPG VN: Quick updates

                      VNM VN (Outperform; TP VND 108,000): Update on VNM conference call on impact of Covid-19

Market wrap: Foreign investors end the 33 days of net selling streak

Macro wrap:  Vietnam 1Q20 macro update: The long and winding road to growth

Equity wrap: Fisheries sector and VHC VN: Quick Update on Covid-19 impact

Market wrap: VN-Index continues on the winning streak as foreign sell-offs lessen

Macro wrap:  Update on the government plan for 2020

Equity wrap: Airport service sector: Quick Update on Covid-19 impact

Market wrap: VN-Index surges the most in more than a decade

Macro wrap:  Update on Vietnam discussion on stimulus package

Equity wrap: Automobile sector and VEA VN: Quick Update on Covid-19 impact

Market wrap: Both bourses narrow down loss despite the lingering foreign sell-offs

Macro wrap:  Vietnam Q1 foreign direct investment update

Equity wrap: VNM VN: 2020 initial plan

Market wrap: Heavy sell-offs pressure VN-Index to reach 4-year low

Macro wrap:  Update on exchange rate

Equity wrap: TPB VN (Outperform; TP VND 25,800): Stronger growth from cleaner assets, insurance deal with Sunlife

Market wrap: VN-Index drops below 710 level on blue-chips’ tension

Macro wrap:  Update on Vietnam textile & garment exports during Covid-19

Equity wrap: VIB VN: Active bank with largest exposure to retail lending in Vietnam 

Market wrap: The pandemic pressures VN-Index back to downward trend

Macro wrap:  Update on measures to support the stock market

Equity wrap: NT2 VN (BUY; TP VND 22,000): Safe haven with attractive dividend yield

Market wrap: Market rebounds on the rise of banking sector

Macro wrap:  Update on Vietnam foreign trade by the first half of March

Equity wrap: Impacts of new regulations of interest rates on the banking sector