Daily Call

Daily Call
SSI Daily Call with Update on the monthly cabinet resolution and ACB

Market wrap: Indices traded mixed amid cautious sentiment

Macro wrap: Update on the monthly cabinet resolution

Equity wrap: ACB VN: Seeking a nudge

14/09/2023

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SSI Daily Call with Update on key takeaways from the recent US President trip to Vietnam and BCM

Market wrap: Indices surged strongly on retails buying in

Macro wrap: Key takeaways from the recent US President trip to Vietnam 

Equity wrap: BCM VN: VSIP to boost BCM’s earnings outlook

13/09/2023

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SSI Daily Call with Update on Vietnam Jan-Aug Trade data and BVH

Market wrap: Markets dropped amid giving high hope for US President visit

Macro wrap: Update on the Jan-Aug’ 23 Trade Data and the US President official visit

Equity wrap: BVH VN: Enjoy It While It Lasts

12/09/2023

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SSI Daily Call with Update on the US President official visit to Vietnam, MVVNML Index 3Q23 review result and fertilizer sector

Market wrap: Indices slid slightest, midcap stocks keeps momentum

Macro wrap: Update on the US President official visit to Vietnam

Equity wrap: MarketVector Vietnam Local Index 3Q 2023 review results

                      Fertilizer sector update

11/09/2023

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SSI Daily Call with Update on the SBV meeting on credit, PLX and KBC

Market wrap:  Markets traded mixing on higher volume

Macro wrap: Update on the SBV meeting on credit

Equity wrap: PLX VN: 2Q23 earnings update

                      KBC VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

08/09/2023

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SSI Daily Call with Update on HPG

Market wrap: Indices surged higher, liquidity healthy

Macro wrap: Legal update 

Equity wrap: HPG VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

07/09/2023

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SSI Daily Call with Update on public investment disbursement, PMI, FTSE Vietnam Index Q3 review result and FPT

Market wrap: Market moved up on adding liquidity

Macro wrap: Update on Jan-Aug’ 23 public investment disbursement and PMI

Equity wrap: FTSE Vietnam Index: 3Q 2023 review results

                       FPT VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

06/09/2023

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SSI Daily Call With Update on Tax-related Laws, VNM and DBD

Market wrap: Markets keeps momentum gain, liquidity healthy

Macro wrap: Legal update

Equity wrap: DBD VN: Better-than-expected performance in the hospital channel

                       VNM VN: Takeaways from [GS x SSI] 2023 Vietnam Corporate Day

05/09/2023

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SSI Daily Call with Update on exchange rate and TRA

Market wrap: Markets surged higher on retails excitement on KRX news

Macro wrap: Update on exchange rate

Equity wrap: TRA VN: 2Q2023 earnings results

31/08/2023

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SSI Daily Call with Update on August macro data and STB

Market wrap: Markets marched up amid news on US President upcoming visit

Macro wrap: August macro data exhibited another firm month, but more needs to be done

Equity wrap: STB VN: Q2 2023 earnings results

30/08/2023

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SSI Daily Call with Update on Land Law revision and PVS

Market wrap: Indices surged higher despite USDVND slide further

Macro wrap: Update on the land law revision

Equity wrap: PVS VN: 2Q 2023 - Core profit higher than our forecast

29/08/2023

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SSI Daily Call with Update on August FDI and PTB

Market wrap: Markets fluctuated on weakened sentiment

Macro wrap:Update on August FDI

Equity wrap: PTB VN: 2Q23 results update

28/08/2023

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SSI Daily Call with Update on Global Minimum Tax and PNJ

Market wrap: Indices surged amid excitement on SBV late nigh movement, liquidity muted

Macro wrap: Update on Global Minimum Tax

Equity wrap: PNJ VN: 2Q23 results update

25/08/2023

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SSI Daily Call with Update on Circular 10 on onshore lending and Vietnam ETFs 3Q 2023 review estimates

Market wrap: Muted liquidity with high volatile intraday range, Indices closed red

Macro wrap: Update on Circular 10 on onshore lending activities

Equity wrap: Vietnam ETFs 3Q 2023 review estimates

24/08/2023

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SSI Daily Call with Update on SBV conference on credit flows and textile and garment sector

Market wrap: Indices managed to withstand the sales off with moderated liquidity

Macro wrap: Update on SBV conference on credit flows

Equity wrap: Update on textile and garment sector: Improving order outlook from 4Q23

23/08/2023

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