Daily Call

Market wrap: Markets sank on VN30F1M expiry date

Macro wrap: Exchange rate forecast update

Equity wrap: FRT VN (Outperform; TP VND 139,000): 2024 AGM Note

Market wrap: Markets fluctuate whole days amid forced selling across the board

Macro wrap: Update on the exchange rate

Equity wrap: FPT VN (Outperform; TP VND 128,100): Valuation to reflect 2024-2025 growth story and updates on 2024 AGM

Market wrap: Markets sank heavily on negative rumors

Macro wrap: Update on the gold market

Equity wrap: VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results

Market wrap: Indices up amid Financials surges, Liquidity back to normal level

Macro wrap: Update on new development on Vietnam market upgrade

Market wrap: Markets turn positive despite morning drop amid global CPI concern

Macro wrap: Update on monetary indicators

Equity wrap: HPG VN: Margin continued to expand during 1Q24

Market still underwater on muted liquidity

Macro wrap: Update on 1Q24 trade data

Equity wrap: DRC VN: 2023 recap

Market wrap: Indices closed higher on muted liquidity

Macro wrap: Update on Q1 state budget

Equity wrap: MWG VN (Outperform; TP VND 56,200): BHX's completed 5% private placement

Market wrap: Markets fluctuated hard; liquidity dimmed

Macro wrap: Legalization schedule timeline

Equity wrap: VTP VN: 2024 earnings target set well below expectations

Market wrap: Market sank on cautious sentiment, liquidity maintained

Macro wrap: Update on credit growth

Equity wrap: HHV VN: 4Q23 & AM updates

Market wrap: Markets went sideways despite Foreign investor back to net buy

Macro wrap: Update on 2023 Vietnam Balance of Payments

Equity wrap: ACB VN (Market Perform; TP VND 30,800): 2024 AGM notes

Market wrap: Markets sank on heavy selling pressure from foreign investors

Macro wrap: Update on 1Q24 monthly cabinet meeting

Equity wrap: VPB VN: 2024 AGM documents

                       VHC VN (Market Perform; TP VND 78,500): 4Q23 and 2M24 result updates: ASP has likely bottomed

Market wrap: Markets gain momentum despite morning hiccup

Macro wrap: Update on the money market movement

Equity wrap: DGC VN (Market Perform; TP VND 133,000): 2024 AGM note

Market wrap: Markets went sideways amid cautious sentiment

Macro wrap: Update on the 2024-2026 public debt management

Equity wrap: VNDiamond Index 1Q24 review estimates

Market wrap: Markets swinged hard on moderate trading value

Macro wrap: 1Q2024 Macro in Review: A rolling recovery

Equity wrap: Block B-O Mon mega project progress update