Daily Call

Market wrap: FII constantly inflow lift bourses up for 5 consecutive days

Macro wrap: Update on the 2022-2025 SoEs divestment and equitization plan

Equity wrap: BCM VN (Outperform; TP VND 88,700): Growth expectations are positive with revenue recognition from Binh Duong New City

Market wrap: Foreign flow pushed indices further

Macro wrap: Vietnam November Macro Update: Cloudy picture for the Vietnam manufacturing sector

Equity wrap: FRT VN (Underperform; TP VND 60,000): Earnings to deteriorate from 4Q22

Market wrap: Bourse shot up as retail sentiment eased

Macro wrap: Update on the 2022 public investment progress

Equity wrap: VCB VN (Outperform; TP VND 89,600): A defensive play within the Vietnam banking sector

Market wrap: Bourse surged on positive sentiment toward Novaland case

Macro wrap: New briefings

Equity wrap: KBC VN (BUY; TP VND 28,000): Smooth industrial land lease processing crucial for near-term liquidity

Market wrap: Liquidity shallow, markets swinged

Macro wrap: Update on foreign activities in the Vietnamese stock market

Equity wrap: MWG VN (Market Perform; TP VND 43,500): Economic downturn to hurt financial performance in the coming quarters

Market wrap: Markets fluctuated amid liquidity thinnest 

Macro wrap: Update on credit growth

Equity wrap: QNS VN (Outperform, TP VND 44,600): Yet to benefit from policy on sugar market

Market wrap: Indices eased down amid profit taking on recent rally  

Macro wrap: News briefing

Equity wrap: PNJ VN (Outperform; TP VND 117,000): October results

Market wrap: Indices eased down amid profit taking on recent rally  

Macro wrap: Update on retail pump price and draft resolution on the petrol environment tax

Equity wrap: Vietnam ETFs 4Q 2022 review estimates

Market wrap: Markets managed to inch up with improvised liquidity

Macro wrap: On the radar

Equity wrap: HSG VN (Market Perform; TP VND 10,100) & NKG VN (Market Perform; TP VND 9,600): Still headwinds ahead

                       VTP VN: Earnings dip raising questions

Market wrap: Indices surged higher despite VN30F1M expiry

Macro wrap: Update on property market

Equity wrap: KDC VN (Market Perform; TP VND 51,000): 3Q22 GPM declined sharply YoY despite revenue growth

Market wrap: Shorts squeezed across the boards

Macro wrap: Update on money market movement and exchange rate

Equity wrap: Vietnam Banking sector Update: A thorny path ahead

Market wrap: Force Sales across the boards

Macro wrap: Update on the fuel supply shortage situation

Equity wrap: KDC VN: 3Q22 results: GPM sharply declined despite revenue continued to growth

Market wrap: Markets down amid diminishing liquidity

Macro wrap: Update on the Vietnam Corporate Bond Market

Equity wrap: VNM VN: Company Update

Market wrap: Margin calls on property tickers dragged indices

Macro wrap: News briefing

Market wrap: Markets sank amid weak sentiment

Macro wrap: News briefing

Equity wrap: FPT VN (Outperform; TP VND 95,400): Solid growth supported by abundant net cash & strong interest coverage ratio