Daily Call

Daily Call
SSI Daily Call with Update on the November monthly cabinet meeting and HPG

Market wrap: Markets rallied, solid liquidity

Macro wrap: Update on the monthly cabinet meeting

Equity wrap: HPG VN: Sales volume during Nov substantially recovered

07/12/2023

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SSI Daily Call with Update on 2024 State Budget Plan and CTR 3Q23 earnings results

Market wrap: Indices mixing, foreign investors strongly net sold

Macro wrap: Update on 2024 State Budget Plan

Equity wrap: CTR VN: 3Q23 earnings results

06/12/2023

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SSI Daily Call with Update on Vietnam digital economy measurement and GAS 3Q23 earnings results

Market wrap: Markets surged higher on solid liquidity, retails sentiment strengthen

Macro wrap: Vietnam digital economy measurement

Equity wrap: GAS VN: 3Q23 earnings results

05/12/2023

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SSI Daily Call with Update on Financing for net-zero and FTSE Vietnam Index 4Q23 review results

Market wrap: Markets just going no where

Macro wrap: Financing for net-zero

Equity wrap: FTSE Vietnam Index 4Q23 review results

04/12/2023

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SSI Daily Call with Update on credit growth, credit quota and DCM 3Q23 analyst meeting

Market wrap: ETF rebalance shook the indices in ATC

Macro wrap: Update on credit growth and credit quota

Equity wrap: DCM VN: 3Q23 analyst meeting

01/12/2023

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SSI Daily Call with Update on November macro data and VEA 3Q23 earnings result

Market wrap: Markets inched higher on muted liquidity

Macro wrap: November macro data: A better theme

Equity wrap: VEA VN: 3Q23 earnings result

30/11/2023

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SSI Daily Call with Update on corporate bond market and PVS 3Q23 earnings result

Market wrap: Mixing trade whole day on improved liquidity

Macro wrap: Update on corporate bond market

Equity wrap: PVS VN: 3Q23 earnings result

29/11/2023

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SSI Daily Call with Update on Jan-Nov 2023 FDI and BCM 3Q23 earnings result

Market wrap: Indices dimmed down on weak traded value

Macro wrap: Update on Jan-Nov ‘23 FDI

Equity wrap: BCM VN: 3Q23 earnings result

28/11/2023

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SSI Daily Call with Update on pilot policy for HCMC and Vietnam ETFs 4Q 2023 review estimates

Market wrap: Indices closed intraday high surprisingly

Macro wrap: Update on pilot policy for HCMC

Equity wrap: Vietnam ETFs 4Q 2023 review estimates

27/11/2023

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SSI Daily Call with Update on the Law on credit institutions and DBD

Market wrap: Smackdown in near ATC session, Markets closed intraday low

Macro wrap: Update on the Law on credit institutions

Equity wrap: DBD VN: 3Q23 results: revenue decrease expected due to temporary registration ban

24/11/2023

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SSI Daily Call with Update on domestic petroleum price adjustment and VCB

Market wrap: Market in green zone, liquidity abundant

Macro wrap: News briefing

Equity wrap: VCB VN (Outperform; TP VND 104,000): Caution overkill?

23/11/2023

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SSI Daily Call with Update on Vietnam stock exchanges merger and PNJ 10M23 results

Market wrap: Markets inched up, liquidity is all about the mid cap universe

Macro wrap: Update on Vietnam stock market

Equity wrap: PNJ VN (Outperform): 10M23 results

22/11/2023

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SSI Daily Call with Update on the National Assembly meeting and STB 3Q23 earnings results

Market wrap: Despite negative headlines over the weekends, Markets maintain in green zone

Macro wrap: Update on the NA meeting

Equity wrap: STB VN: 3Q23 business results

21/11/2023

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SSI Daily Call with Update on import, export duties and MWG 3Q23 analyst meeting

Market wrap: Indices sank hard on profit taking pressure

Macro wrap: Update on import, export duties

Equity wrap: MWG VN (Outperform; TP VND 45,700): Analyst meeting note: Count on the grocery chain

20/11/2023

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SSI Daily Call with Update on property laws and PLX and VHC 3Q23 earnings

Market wrap: Markets traded mix on VN30F2311 expiry date

Macro wrap: Update on property laws

Equity wrap: PLX VN: 3Q23 results

                      VHC VN (Outperform): Earnings trough in Q3

17/11/2023

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