Daily Call

Daily Call
SSI Daily Call with Update on Vietnam China trade relation and VCB VTP VEA 4Q19 prelim results

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

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SSI Daily Call with Update on January PMI, VPB QNS 4Q19 prelim results

Market 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

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SSI Daily Call with Update on pharmaceutical sector

Market 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

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SSI Daily Call with Update on VNM and HPG 4Q19 results

Market 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

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SSI Daily Call with Update on January macro data and electricity sector

Market 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

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SSI Daily Call with Update on Government plan and Airline sector

Market 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

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SSI Daily Call with Update on forex market and Garment & Textile sector

Market 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

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SSI Daily Call with Update on VAMC and PNJ 4Q19 prelim results

Market 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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SSI Daily Call with Update on ACB analyst meeting

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

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SSI Daily Call with Update on inflation and 2019 prelim results of VCB and BID

Market 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

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SSI Daily Call with Update on foreign exchange policy and CTG

Market 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

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SSI Daily Call with Update on Vietnam trade data and Oil and gas sector

Market 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

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SSI Daily Call with Update on Vietnam credit information and Airport service sector

Market 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

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SSI Daily Call with Update on Vietnam public debt and Sea port sector

Market 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

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SSI Daily Call with Update on banking sector

Market 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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