Daily Call

Market wrap: Markets lingered in green with muted traded value

Macro wrap: Update on Resolution 01/2023, outlining the 2023 socioeconomic action plan

Equity wrap: VNZ VN: Company Update

Market wrap: Indices up slightest on stocks moving sideways

Macro wrap: Update on the exchange rate movement

Equity wrap: Vietnam Fisheries Sector Update: 2023E EPS decline given high base

Market wrap: Indices went sideways amid cautious sentiment

Macro wrap: Vietnam Economy Watch 2022 Trade Data

Equity wrap: Vietnam Banking Sector Update: More questions than answers

Market wrap: Liquidity is mildly up on muted liquidity

Macro wrap: Update on the new framework for renewable prices

Equity wrap: Vietnam Steel Sector Update: Profit margin can improve thanks to price stabilization, but uncertainty remains on the demand side

Market wrap: Liquidity strongly on profit taking activity, Indices down

Macro wrap: Update on the interest subsidy program

Equity wrap: Vietnam Textile and Garment Sector: Expecting headwinds, as sales volume projected to decline

Market wrap: Bourses surged strongly despite morning fluctuation

Macro wrap: Update on the progress of the amendments of Decree 65

Equity wrap: Vietnam Industrial Park Real Estate Sector: Limited supply, positive outlook in 1H23

Market wrap: Bourses mildly increased on liquidity healthy

Macro wrap: Update on the 2022 public investment progress

Equity wrap: Vietnam Insurance Sector Update

Market wrap: Bourses surged on improved traded value

Macro wrap: Update on the 2022 overview and 2023 outlook conference

Equity wrap: STB VN (BUY; TP VND 29,500): Wipe out legacy accruals helps NIM stand out

Market wrap: Bourses down on 2 year low liquidity

Macro wrap: News brief

Equity wrap: VN30 Index and VNFIN Lead Index 1Q23 review estimates

                       GMD VN (BUY; TP VND 57,400): Flash update on the sale of Nam Hai Dinh Vu port

Market wrap: Indices fluctuated, liquidity dried up at 2 year low level

Macro wrap: 2022 Macro Recap: A slower Q4, but overall a powerhouse 2022

Equity wrap: ACV VN: 2022 result preview – China reopening in high speed

Market wrap: Bourses surged on minimum traded value

Macro wrap: Update on Vietnam macro data for 2022

Equity wrap: KBC VN (Outperform; TP VND 28,000): EGM Note

                       MWG VN (Market Perform; TP VND 43,500): November results

Market wrap: Bourses surged on minimum traded value

Macro wrap: Update on 2022 banking overview meeting

Equity wrap: GAS VN (Outperform; TP VND 128,000): 2022 results in line with expectation

                       DPM VN: EGM Notes

Market wrap: Markets up on big movement on EIB VN shareholders’ structure

Macro wrap: News briefing

Equity wrap: Update on farming sector and DBC