Daily Call
Market wrap: Vietnam equities follow global peers higher
Macro wrap: Update on Vietnam China trade relation
Equity wrap: VCB VN (Market Perform; TP VND 94,800): 2019 results
VTP VN (BUY; TP VND 160,000): 4Q19 result quick note: Strong growth intact amid fierce competition
VEA VN (Outperform): 4Q19 prelim results
05/02/2020
DownloadMarket wrap: Bargain hunting helps to pare losses
Macro wrap: Update on January PMI
Equity wrap: VPB VN (Outperform; TP VND 25,200): Q4 review: Earnings were in line with expectations
QNS VN: 4Q19 prelim results: Soymilk continued to shine
04/02/2020
DownloadMarket wrap: Local shares tumble on the virus outbreak
Macro wrap: Update coverage on mitigation efforts of coronavirus epidemic in Vietnam
Equity wrap: Vietnam pharmaceutical sector update: Competitive advantages for local drug firms that adhere to high standards
03/02/2020
DownloadMarket wrap: Sell-off occurs on fears over coronavirus
Macro wrap: Update on coronavirus impact on Vietnam
Equity wrap: VNM VN (Market Perform): Q4 2019 earnings were lower than expected
HPG VN: 2019 net profit within consensus
31/01/2020
DownloadMarket wrap: Vietnam equities reach 2-month high on the last trading session of the Pig year
Macro wrap: Update on January macro data
Equity wrap: Vietnam electricity sector update: Unstable fuel supply input
30/01/2020
DownloadMarket wrap: Local shares strengthen amid muted liquidity
Macro wrap: Update on Government plan
Equity wrap: Vietnam airline sector update: Rising competition casts a shadow on growth
22/01/2020
DownloadMarket wrap: VN-index set to end lower on Monday when realty firms weigh
Macro wrap: Update on forex market
Equity wrap: Vietnam Garment & Textile sector update: Headwinds continue to undermine growth
21/01/2020
DownloadMarket wrap: Following regional peers, local benchmarks edge higher
Macro wrap: Update on VAMC
Equity wrap: PNJ VN (Outperform; TP VND 99,900): 4Q19 prelim results
20/01/2020
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Market wrap: Stocks rally on the signing of trade deal phase one
Macro wrap: Update on manufacturing inventory
Equity wrap: ACB VN (BUY; TP VND 31,500): Analyst meeting
17/01/2020
DownloadMarket wrap: Stocks sneak into green amid muted liquidity
Macro wrap: Update on inflation
Equity wrap: VCB VN (Market Perform; TP VND 92,700): 2019 prelim results
BID VN: 2019 prelim results
16/01/2020
DownloadMarket wrap: Vietnam equities tick higher ahead of the earnings season
Macro wrap: Update on foreign exchange policy
Equity wrap: CTG VN: Analyst Meeting Note
15/01/2020
DownloadMarket wrap: Profit locking pressures send the market lower
Macro wrap: Update on Vietnam trade data
Equity wrap: Vietnam Oil & gas sector update: Growth trending to small companies
14/01/2020
DownloadMarket wrap: Stocks continue to edge higher on the robust liquidity
Macro wrap: Update on Vietnam credit information
Equity wrap: Vietnam Airport service sector update: Traffic volume continues positive growth momentum despite capacity constraints in key airports
13/01/2020
DownloadMarket wrap: Vietnam equities jump as Mideast tension moderately subsides
Macro wrap: Update on Vietnam public debt
Equity wrap: Vietnam seaport & logistics sector update: Competition rife
10/01/2020
DownloadMarket wrap: Local shares sink ahead of the rising geopolitical turbulence
Macro wrap: Update on Vietnam capital market
Equity wrap: Vietnam banking sector update: Double digit growth to continue
09/01/2020
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