Daily Call

Market wrap: Markets surged again despite yesterday fluctuation

Macro wrap: Update on Jan-Feb ‘24 state budget

Equity wrap: TNH VN: New hospitals to fuel revenue growth

Market wrap: Indices hiccup on exchanges’ errors

Macro wrap: Update on the stock market

Equity wrap: PLX VN: 4Q23 earnings results

Market wrap: Market resilient at high ground, liquidity remain above USD 1bn

Macro wrap: Update on land-related sub-law documents

Equity wrap: GMD VN: 4Q2023 earnings call – Clearer sign of recovery

Market wrap: Market up on surging liquidity

Macro wrap: Update on exchange rate

Equity wrap: IDC VN: Most MOUs inked in 10 years

Market wrap: Markets rally on sector rotation

Macro wrap: FDI update

Equity wrap: SAB VN: 4Q23 results update

Market wrap: It’s all about midcap, liquidity sank but still above 1m average

Macro wrap: Update on the progress to remove from FATF grey list

Equity wrap: VHC VN: 1M24 result

Market wrap: Markets being hammered, liquidity surged

Macro wrap: In the news

Equity wrap: Vietnam ETFs 1Q 2024 review estimates

Market wrap: Markets went flat on dimmed liquidity

Macro wrap: Update on open market operations & FX

Equity wrap: HAH VN: Turn around should happen from 2Q24

Market wrap: Indices went sideways, liquidity maintains high

Macro wrap: Economic Watch – Tet trade data

Equity wrap: PNJ VN: January results

Market wrap: The rally continue fuelled by Vin family tickers

Macro wrap: Update on the SBV meeting on boosting credit flows

Equity wrap: PVD VN: 4Q2023 Analyst meeting note – Upcycle is getting longer

Market wrap: Indices surges strongly on Vingroup related names rally

Macro wrap: Update on the latest progress for KRX implementation

Equity wrap: FMC VN (Outperform; TP VND 55,500): Update on business results and shrimp export sector

Market wrap: Market inched up on abundant liquidity

Macro wrap: Update on infrastructure investment

Equity wrap: Vietnam Monthly Strategy & Outlook February 2024: Market sentiment improves on supportive news