Daily Call

Market wrap: Foreign investors back to net buying, Market mildly down

Macro wrap: Update on draft decree proposal of the Investment Support Fund (ISF)

Equity wrap: FRT VN (Outperform; TP VND 117,000): Earnings to recover in the coming quarters

Market wrap: Indices advanced despite foreign investor unloading

Macro wrap: Another victorious year for FDI

Equity wrap: Quick note on Circular 39/2023/BGTVT on new framework for seaport handling and services tariff

Market wrap: Market surged; 12M Term deposit rate hit new All time low

Macro wrap: Update on the Vietnam stock market

Equity wrap: HT1 VN: Back to loss due to weak sales volume

Market wrap: Foreign investors net sell for days, Markets mixing

Macro wrap: Update on Ministry of Construction meeting

Equity wrap: GAS VN (Market Perform; TP VND 84,000): 2023 Investor Meeting Notes

Market wrap: Markets mixing trade on VN30F1M expiry date

Macro wrap: Update on 3Q23 Vietnam Balance of Payments

Equity wrap: PNJ VN (Outperform; TP VND 96,200): November results

Market wrap: Markets up, foreign investor more active

Macro wrap: Update on stock market and foreign trade activities

Equity wrap: KDH VN: 3Q23 results

Market wrap: Markets up, muted traded value, foreign net sell 17th consecutive day

Macro wrap: Update on credit growth & exchange rate

Equity wrap: FPT VN: 11M23 results

Market wrap: Indices mixing on moderate liquidity

Macro wrap: Update on the 28th NASC meeting

Equity wrap: Red Sea vessel attack incident and potential impact to Suez Canal transport and Shipping sector

Market wrap: Markets down hard on ATC session amid offshore ETF rebalancing

Macro wrap: Update on Power Development Plan VIII

Equity wrap: NKG VN: 3Q23 earnings

Market wrap: Indices being hammered, foreign investors keep selling

Macro wrap: Update on Dec FOMC meeting and Vietnam implications

Equity wrap: VGC VN: Profit after tax in 3Q23 recovered strongly, powered by growth in the industrial park segment

Market wrap: Mixing trade, liquidity muted

Macro wrap: Update on China's President visit to Vietnam

Equity wrap: BMP VN: 3Q23 earnings

Market wrap: Market managed to close in green, liquidity dropped sharply

Macro wrap: Vietnam Economy Watch: Jan-Nov’ 23 Trade Data

Equity wrap: Vietnam stock market strategy & outlook December 2023

Market wrap: Markets inched up, laggars rally

Macro wrap: Update on China’s President visit to Vietnam

Equity wrap: MarketVector Vietnam Index 4Q23 review results

Market wrap: Markets roller caster for the whole day, liquidity at record high

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

Equity wrap: TNH VN: 3Q23 results in line with expectations