Daily Call
Market wrap: Liqudity dropped further despite VN30F1M expiry
Macro wrap: Update on the newly-approved Land Laws
Equity wrap: MWG VN: Extraordinary information disclosure
19/01/2024
DownloadMarket wrap: Indices mixing on Financials dimmed
Macro wrap: Update on the National Assembly meeting
Equity wrap: Vietnam Cement Sector 2024 Outlook: Valuations ahead business rebound
18/01/2024
DownloadMacro wrap: Update on Vietnam National Transfer Account (NTA)
Equity wrap: Vietnam Textile & Garment 2024 Outlook: Uncertainty
17/01/2024
DownloadMarket wrap: Retails scared away from midcap stock, liquidity dropped
Macro wrap: Update on the tourism sector
Equity wrap: QNS VN (TP VND 52,500): 2023 prelim results: Upbeat earnings
VNDiamond, VN30, VNFIN Lead Indexes 1Q24 review results
16/01/2024
DownloadMarket wrap: Indices down, liquidity abundant
Macro wrap: Update on the National Assembly extraordinary meeting
Equity wrap: 4Q23 Earnings preview
15/01/2024
DownloadMarket wrap: Markets managed closed merely green despite midcap stocks hammered
Macro wrap: Vietnam Economy Watch 2023 Trade Data
Equity wrap: Vietnam Oil & Gas sector 2024 outlook: Divergence may continue through 2024
12/01/2024
DownloadMarket wrap: Markets managed closed merely green despite midcap stocks hammered
Macro wrap: Update on Revision to Circular 41 on CAR calculation
Equity wrap: Fisheries sector 2024 outlook: Expect recovery in 2H24
11/01/2024
DownloadMarket wrap: Indices cool down, liquidity abundant
Macro wrap: Update on the Law on Value Added Tax (VAT) revision
Equity wrap: Impact on fertilizer companies
10/01/2024
DownloadMarket wrap: Markets keep on rally amid Financials raised
Macro wrap: Update on Resolution 01/2024, outlining the 2024 socioeconomic action plan
Equity wrap: TAL VN: Listing Report- A diversified choice for investors in Vietnam RE market
09/01/2024
DownloadMarket wrap: Banking stocks continues to shine, Indices up solid
Macro wrap: Update on cabinet meeting
Equity wrap: Industrial Park sector 2024 outlook
08/01/2024
DownloadMarket wrap: Main indices surged strongly on Financials gain
Macro wrap: News briefing
Equity wrap: 2024 Steel sector outlook: Earnings to recover strongly in 2024, but valuation is tricky
05/01/2024
DownloadMarket wrap: Financial lift indices up amid rumor on beating consensus 4Q23 earnings
Macro wrap: Update on credit growth
Equity wrap: CTD VN: Q1 of FY24 earnings review
04/01/2024
DownloadMarket wrap: Indices managed to closed green despite midcap stocks be hammered
Macro wrap: Update on Vietnam stock market
Equity wrap: MSN VN (Market Perform; TP VND 75,600): Concentrating on reducing financial expenses
03/01/2024
DownloadMarket wrap: Markets mixing, Foreign investors net buy 3rd day
Macro wrap: Vietnam economy in 2023: Encouraging results, but more needs to be done
Equity wrap: VN30 Index and VNFIN Lead Index 1Q24 review estimates
02/01/2024
DownloadMarket wrap: Foreign investors net buy 2nd day, retail investor sentiment strengthened
Macro wrap: Update on the corporate bond market and gold price
Equity wrap: DRC VN: 3Q23 earnings
29/12/2023
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