Daily Call

Daily Call
SSI Daily Call with Update on gasoline market and PVT 2023 result

Market wrap: Indices up on healthy liquidity

Macro wrap: Update on gasoline market

Equity wrap: PVT VN: 2023 review and 2024 outlook

29/03/2024

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SSI Daily Call with Update on the FTSE Russel announcement and MWG 2M24 result

Market wrap: Markets moving sideways on massive foreign selling volume

Macro wrap: Update on the FTSE Russel announcement

Equity wrap: MWG VN: 2M24 result

28/03/2024

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SSI Daily Call with Update on 1Q24 FDI and HPG site visit notes

Market wrap: Indices rose again despite liquidity sank

Macro wrap: 1Q24 FDI Update

Equity wrap: HPG VN (Outperform; TP VND 31,200): Dung Quat Steel Complex site visit notes

27/03/2024

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SSI Daily Call with Update on Law on State Capital City and PC1

Market wrap: Markets tank amid retail sentiment weakened

Macro wrap: News briefing

Equity wrap: PC1 VN: 4Q23 earnings result

26/03/2024

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SSI Daily Call with Update on Global Minimum Tax and FPT 2M24 results

Market wrap: Market went up on abundant liquidity

Macro wrap: Update on Global Minimum Tax

Equity wrap: FPT VN: 2M24 results

25/03/2024

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SSI Daily Call with Update on Vietnam export data and PNJ 2M24 results

Market wrap: Large cap shoot up even in VN30F1M expiry day

Macro wrap: Update on Vietnam export data

Equity wrap: PNJ VN: February results recap

22/03/2024

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SSI Daily Call with Update on Vietnam emerging market upgrade progress and GMD

Market wrap: Financials robust gain lift the whole markets up

Macro wrap: Update on Vietnam emerging market upgrade progress

Equity wrap: GMD VN (Market Perform; TP VND 77,000): Announcement of Nam Hai port divestment contract signing

21/03/2024

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SSI Daily Call with Update on money market movement and KDH

Market wrap: Liquidity sank, markets going sideways

Macro wrap: Update on money market movement

Equity wrap: KDH VN: KDH VN: Private placement deal to enable land clearance completion, large project dev. in HCMC

20/03/2024

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SSI Daily Call with Update on the NASC hearing session and HSG 2024 AGM takeaways

Market wrap: Market sanked with liquidity witnessed to be the 2nd all time high level

Macro wrap: Update on the NASC hearing session

Equity wrap: HSG VN (Outperform; TP VND 25,000): AGM - Strong earnings recovery in 2QFY24

19/03/2024

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SSI Daily Call with Update on new proposal to support property market and QNS

Market wrap: Markets fluctuate on ETFs rebalancing day

Macro wrap: Update on new proposal to support property market

Equity wrap: QNS VN: Sugar high yield

18/03/2024

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SSI Daily Call with Update on the conference on banking sector and Industrial park sector

Market wrap: Midcap names lead the way, Indices inched down

Macro wrap: Update on the conference on the banking sector

Equity wrap: Industrial Parks update: Conversion of Rubber Plantations to Industrial Parks

15/03/2024

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SSI Daily Call with Update on banking sector and DGC

Market wrap: Markets surged on fearless sentiment

Macro wrap: Banking sector quick note: Reinforce financial guardrails for banks

Equity wrap: DGC VN: 4Q2023 results

14/03/2024

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SSI Daily Call with Update on Vietnam public debt and BMP 4Q23 earnings

Market wrap: Markets bounced back on low liquidity

Macro wrap: Update on Vietnam public debt

Equity wrap: BMP VN: 4Q23 results & analyst meeting updates

13/03/2024

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SSI Daily Call with Update on the money market movement, FX and VNDiamond Index 1Q24 review estimates

Market wrap: Indices sank on weaken sentiment amid SBV sudden movement on interbank market

Macro wrap: Update on the money market movement & forex

Equity wrap: VNDiamond Index 1Q24 review estimates

12/03/2024

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SSI Daily Call with Update on Vietnam equity market upgrade status and Vietnam ETFs 1Q 2024 review results

Market wrap: Indices were hammered, liquidity surged

Macro wrap: Update on Vietnam equity market upgrade status

Equity wrap: Vietnam ETFs 1Q 2024 review results

11/03/2024

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