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Daily Call
Market wrap: Indices up with moderate liquidity, SOCBs lead the gain
Macro wrap: Update on fuel supply shortage in Vietnam
Equity wrap: MWG VN (BUY; TP VND 61,000): Decelerating earnings growth, higher financial expenses
10/11/2022
DownloadMarket wrap: Markets being calm amid Deputy PM holds emergency meetings with realtor
Macro wrap: Vietnam Economy Watch Oct Trade Data: Trade drops as demand worsens
Equity wrap: Vietnam Property sector update
09/11/2022
DownloadMarket wrap: Indices sank further despite SBV Governor calm
Macro wrap: Update on 10M22 State Budget and 2023 State Budget Plan
Equity wrap: HPG VN (Market Perform; TP VND 15,700): Quick update on Oct sales volume and blast furnace closure
08/11/2022
DownloadMarket wrap: VN equities sank on domestic ETF rebalancing date
Macro wrap: Update on government discussion on selected issues
Equity wrap: PVD VN (Market Perform; TP VND 18,200): Short-term impacted from global monetary tightening
07/11/2022
DownloadMarket wrap: Bourses fluctuated with cautious sentiment
Macro wrap: Update on National Assembly meeting
Equity wrap: SAB VN (Outperform; TP VND 204,000): 3Q22 analyst meeting – Stabilization in earnings growth going forward
MSN VN: Management significantly lowers guidance for 2022 due to impact of inflationary pressure and tightened monetary environment
04/11/2022
DownloadMarket wrap: Indices being dragged down by profit
Macro wrap: Update on the draft Circular to set “Made in Vietnam” criteria
Equity wrap: HT1 VN (Market Perform; TP VND 10,190): Tough 3Q22- This quarter may be time to call the bottom
03/11/2022
DownloadMarket wrap: Steady increase on bourses prior to FED talk this week
Macro wrap: Update on Vietnam manufacturing PMI and inflation
Equity wrap: PHR VN (Outperform; TP VND 51,000): On track to reach earnings guidance
02/11/2022
DownloadMarket wrap: Markets resilience to bad news
Macro wrap: Update on Circular 13/2022 on the provision of special loans to the credit institutions which are under special supervision
Equity wrap: PTB VN (Market Perform; TP VND 55,700): Declining demand for wood
01/11/2022
DownloadMarket wrap: Earnings released led market mix trade
Macro wrap: Update on Vietnam’s October macro data
Equity wrap: HPG VN (Market Perform; TP VND 18,000): Slowing demand is the key concern in the coming time
31/10/2022
DownloadMarket wrap: Short seller was being squeezed yesterday
Macro wrap: Resilient FDI inflows to help shore up VND
Equity wrap: BSR VN: Earnings slowed down in 3Q22 due to normalization in crack spread and oil price correction
28/10/2022
DownloadMarket wrap: Indices traded on 22 month low amid extreme cautious on every asset class
Macro wrap: Update on the 2021-2030 national master plan, with a vision to 2050
Equity wrap: PNJ VN (Outperform; TP VND 117,300): 3Q22 Analyst meeting – Inflationary pressure has yet affected earnings
FPT VN (Outperform; TP VND 96,600): 3Q22 update – Solid growth combined with abundant net cash position & strong interest coverage ratio
27/10/2022
DownloadMarket wrap: Bourse closed green on an extreme turbulent day amid ATH contracts traded in VN30F1M
Macro wrap: Update on Vietnam’s financial conditions
Equity wrap: TPB VN: 3Q22 business results review
26/10/2022
DownloadMarket wrap: Indices nosedive again with no clue on going up
Macro wrap: 2022 Vietnam monetary policy: SBV was front-loading policy rates
Equity wrap: SAB VN: 3Q22 prelim results – Upbeat earnings in line with expectations
DRC VN: Weaker-than-expected 3Q22 results on sluggish bias tire export
25/10/2022
DownloadMarket wrap: Bourses nosedive on toxic rumors
Macro wrap: Update on exchange rate
Equity wrap: VIB VN: VIB prelim results
24/10/2022
DownloadMarket wrap: Bourses traded mix on VN30F1M expiry date
Macro wrap: Update on the National Assembly meeting
Equity wrap: DGC VN (Market Perform; TP VND 85,900): Upbeat 3Q22 results on elevated selling price of yellow phosphorus
21/10/2022
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