Daily Call

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

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

Market wrap: Vietnam equities recover when Mideast tension wanes

Macro wrap:  Update on Vietnam state budget

Equity wrap: Vietnam steel sector update: Slowing demand

Market wrap: Escalated Mideast tension continues to weigh

Macro wrap:  Update on inflation

Equity wrap: Vietnam Beer sector update: Low double-digit growth but high valuation

Market wrap: Green color wipes out when Mideast tension flares

Macro wrap:  Update on Banking sector

Equity wrap: Update on Dairy sector

Market wrap: Vietnam equities kick off 2020 in green

Macro wrap:  Update on the government action plan for 2020

Equity wrap: PVD VN (Market Perform; TP VND 18,200): 2019 prelim results

Market wrap: VN-Index rose 7.67% in 2019 thanks to a number of blue-chips

Macro wrap:  Update on monetary policy

Equity wrap: Update on VN30 rebalancing preview

Market wrap: VN-Index about to end the year on positive note

Macro wrap:  Update on Vietnam forex reserve

Equity wrap: PC1 VN: What’s to be expected for 2020

Market wrap: Vietnam indexes recover thanks to blue-chips

Macro wrap:  Update on Vietnam economic performance in 2019

Equity wrap: GAS VN (Market Perform; TP VND 109,000): 2019 prelim results

Market wrap: Both indexes correct as banking sector weighs

Macro wrap:  Update on foreign investment into Vietnam in 2019

Equity wrap: PNJ VN (Outperform; TP VND 97,000): 11M19 results - Better than expected

Market wrap: Liquidity drops as most foreign investors enter holiday

Macro wrap:  Update on inflation

Equity wrap: Vietnam ETFs Update

Market wrap: VN-Index narrow down the loss thanks to blue-chips’ recovery

Macro wrap:  Update on the recent government conference

Equity wrap: MWG VN (BUY; TP VND 192,800): 11M19 financial results in line with our estimate

Market wrap: Banks rally despite Moody’s changing outlook to negative

Macro wrap:  Update on Vietnam growth

Equity wrap: FPT VN (BUY; TP VND 74,500): Growth slightly slowed down in the domestic IT market

Market wrap: Stocks rally on the last day of ETFs' rebalancing

Macro wrap:  Update on Vietnam sovereign ratings

Equity wrap: PHR VN: Possible delay in recognition of land compensation income

Market wrap: Both bourses recover but still heading for another losing week

Macro wrap:  Update on Vietnam public debt

Equity wrap: HPG VN (BUY; TP VND 30,900): Analyst meeting and Dung Quat Complex visit notes