Daily Call

Market wrap: Increased nCoV death tolls spark the equity selloffs

Macro wrap: Update on Samsung’s new investment in Vietnam

Equity wrap: STB VN: 4Q19 results

                       STK VN (Outperform; TP VND 20,200): 4Q19 results

                       KDH VN (BUY; TP VND 31,700): 4Q19 results

Market wrap: Vietnam equities jump when Mideast tension eases

Macro wrap: Update on public investment

Equity wrap: NT2 VN (BUY; TP VND 26,100): Short-term benefit from lower crude oil price

                      SAB VN (Market Perform; TP VND 214,400): A difficult Q1 2020 expected

                      HT1 VN (Outperform; TP VND 17,000): Encouraging improvement in gross margin outweighs slowdown in sales volume

Market wrap: Vietnam equities jump on easing virus fearing 

Macro wrap:  Update on January trade data

Equity wrap: CTG VN (Outperform; TP VND 31,100): 2019 result

                       MBB VN: 4Q19 prelim results

                       HDB VN (Outperform; TP VND 33,000): 4Q2019 earnings were generally in line with expectations

                       DPM VN: 4Q19 earnings preview: Strong bottom line growth due to more-than-expected oil price drop

Market wrap: Local gauges lag behind by profit locking pressure

Macro wrap:  Update on the cabinet meeting

Equity wrap: FPT VN (BUY; TP VND 71,300): 2019 Results

                      MWG VN: 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

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

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

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

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

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

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

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

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

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

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