Daily Call

Market wrap: Both bourses diverged into green on foreign net buy

Macro wrap:  Update on gasoline price

Equity wrap: BID VN: Sacrificed profit for the sake of improving asset quality

Market wrap: Blue-chips pressure the market to close lower

Macro wrap:  Update on foreign investment into Vietnam: May 2020

Equity wrap: VJC VN: 1Q2020 business update: First loss quarter since listing due to the pandemic

Market wrap: Vietnam stocks join global rally on hope of vaccine breakthrough

Macro wrap:  Update on public investment

Equity wrap: CTG VN (Outperform; TP VND: 27,200): 2020 AGM Note: Capital raising is the key driver for growth

Market wrap: Both bourses land in the green while foreign net selling returns

Macro wrap:  Update on public investment

Equity wrap: REE VN (Outperform; TP VND 37,000): Lack of short-term catalysts; instead looking towards FY23-24 for action from E-Town 6 and offshore wind project

Market wrap: Blue-chips pressure VN-Index into red

Macro wrap:  Update on Covid-19 pandemic impact

Equity wrap: MSN VN: 1Q20 prelim results

Market wrap: VN-Index extends the winning streak thanks to banking stocks

Macro wrap:  Update on the next round of government supporting measures

Equity wrap: TCB VN: 1Q2020 Analyst Meeting Note

Market wrap: Stocks trade mix amid VN-Index challenging 850 level mark

Macro wrap:  Update on the National Assembly meeting

Equity wrap: HSG VN (Outperform; TP VND 11,400): 2Q20 earnings reached a 2-year high, driven by surge in profit margin

Market wrap: Blue-chips drive both bourses further in the green

Macro wrap:  Update on SOE reform

Equity wrap: KDH VN (BUY; TP VND 28,300): Update on Q1 results

Market wrap: HCM bourse inches higher despite foreign net selling returns

Macro wrap:  Update on the National Assembly meeting

Equity wrap: Vietnam ETFs 2Q20 rebalancing preview

Market wrap: Both indices decline further on blue-chips' pressure

Macro wrap:  Update on discussion on 2020 target revision

Equity wrap: HPG VN (BUY; TP VND 29,300): 1Q20 Analyst Meeting notes: Optimistic business targets for 2020

Market wrap: Both indices dip while foreign net buy maintains

Macro wrap:  Update on credit growth and fiscal position

Equity wrap: SCS VN (Outperform; TP VND: 129,500): 1Q 2020 earnings call: COVID-19 immediate impact and 2020-2021 outlook

Market wrap: VN-Index slipped from blue-chips’ pressure

Macro wrap:  Update on Vietnam trade in April

Equity wrap: 4M2020 Vietnam beer sector Update

Market wrap: Both indices sustained in the winning streak on foreign net buy

Macro wrap:  Update on central bank rate cut

Equity wrap: MWG VN: Analyst meeting

Market wrap: Banking stocks boost both bourses higher

Macro wrap:  Update on Vietnam foreign exchange rate

Equity wrap: VHM VN: Maintained strong earnings

Market wrap: VN-Index strongly ends above 800 level on foreign net buying

Macro wrap:  Update on the Prime Minister's meeting with enterprises

Equity wrap: VPB VN (Market Perform; TP VND: 25,020): AM note: Management expects flat 2020 profit