Daily Call

Daily Call
SSI Daily Call with Update on Vietnam FDI and BSR

Market wrap: Short seller was being squeezed yesterday

Macro wrap: Resilient FDI inflows to help shore up VND

Equity wrap: BSR VN: Earnings slowed down in 3Q22 due to normalization in crack spread and oil price correction

28/10/2022

Download
SSI Daily Call with Update on economic master plan and PNJ and FPT

Market wrap: Indices traded on 22 month low amid extreme cautious on every asset class

Macro wrap: Update on the 2021-2030 national master plan, with a vision to 2050

Equity wrap: PNJ VN (Outperform; TP VND 117,300): 3Q22 Analyst meeting – Inflationary pressure has yet affected earnings

                     FPT VN (Outperform; TP VND 96,600): 3Q22 update – Solid growth combined with abundant net cash position & strong interest coverage ratio

27/10/2022

Download
SSI Daily Call with Update on TPB

Market wrap: Bourse closed green on an extreme turbulent day amid ATH contracts traded in VN30F1M

Macro wrap: Update on Vietnam’s financial conditions

Equity wrap: TPB VN: 3Q22 business results review

26/10/2022

Download
SSI Daily Call with Update on monetary policy and SAB and DRC

Market wrap: Indices nosedive again with no clue on going up

Macro wrap: 2022 Vietnam monetary policy: SBV was front-loading policy rates

Equity wrap: SAB VN: 3Q22 prelim results – Upbeat earnings in line with expectations

                       DRC VN: Weaker-than-expected 3Q22 results on sluggish bias tire export

25/10/2022

Download
SSI Daily Call with Update on exchange rate and VIB

Market wrap: Bourses nosedive on toxic rumors

Macro wrap: Update on exchange rate

Equity wrap: VIB VN: VIB prelim results

24/10/2022

Download
SSI Daily Call with Update on National Assembly meeting and DGC

Market wrap: Bourses traded mix on VN30F1M expiry date

Macro wrap: Update on the National Assembly meeting

Equity wrap: DGC VN (Market Perform; TP VND 85,900): Upbeat 3Q22 results on elevated selling price of yellow phosphorus

21/10/2022

Download
SSI Daily Call with Update on Vietnam public debt and VNDiamond Index and HOSE Indexes 4Q22 review results

Market wrap: Bourses fluctuates amid 24 month low liquidity

Macro wrap: Update on Vietnam public debt

Equity wrap: VNDiamond Index and HOSE Indexes 4Q22 review results

20/10/2022

Download
SSI Daily Call with Update on stimulus package and SZC

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the 2022-2023 simulus package

Equity wrap: SZC VN (Market Perform; TP VND 42,500): 3Q22 net profit hit the lowest level in three years

19/10/2022

Download
SSI Daily Call with Update on exchange rate and TDM

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the exchange rate movement

Equity wrap: TDM VN (Outperform; TP VND 39,600): 3Q22 business results grow positively on a low base

18/10/2022

Download
SSI Daily Call with Update on DPM

Market wrap: Liquidity increase in line with the gain of indices 

Macro wrap: Update on banking system 

Equity wrap: DPM VN (Outperform; TP VND 53,000): DPM 3Q22 prelim results 

17/10/2022

Download
SSI Daily Call with Update on Money market and VHM

Market wrap: Indices up on 2-year low liquidity

Macro wrap: Update on money market movement and exchange rate

Equity wrap: VHM VN: The Crown launched as planned

14/10/2022

Download
SSI Daily Call with Update on State budget and CTR

Market wrap: Bourses increases on weak liquidity

Macro wrap: Update on 9M22 State Budget

Equity wrap: CTR VN (Outperform; TP VND 71,200): Upbeat 3Q22 prelim

13/10/2022

Download
SSI Daily Call with Update on Petroleum sector

Market wrap: Indices keep falling on forced sales momentum

Macro wrap: Update on retail pump prices

Equity wrap: Update on Petroleum distributors sector

12/10/2022

Download
SSI Daily Call with Update on Trade data and fisheries sector

Market wrap: Indices managed to close in green amid Bank run at Saigon Commercial Bank tamed

Macro wrap: Vietnam Economy Watch Sept Trade Data: Clearer signals for weakening exports

Equity wrap: Vietnam Fishery sector Update: Weakening demand in September 2022

11/10/2022

Download
SSI Daily Call with Update on ACV

Market wrap: Rumors in the air dragged indices down further

Macro wrap: News briefing

Equity wrap: ACV VN: Company Update

10/10/2022

Download
SSI