Daily Call

Market wrap: Bourses fluctuates amid 24 month low liquidity

Macro wrap: Update on Vietnam public debt

Equity wrap: VNDiamond Index and HOSE Indexes 4Q22 review results

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the 2022-2023 simulus package

Equity wrap: SZC VN (Market Perform; TP VND 42,500): 3Q22 net profit hit the lowest level in three years

Market wrap: Indices sank on thin liquidity

Macro wrap: Update on the exchange rate movement

Equity wrap: TDM VN (Outperform; TP VND 39,600): 3Q22 business results grow positively on a low base

Market wrap: Indices up on 2-year low liquidity

Macro wrap: Update on money market movement and exchange rate

Equity wrap: VHM VN: The Crown launched as planned

Market wrap: Bourses increases on weak liquidity

Macro wrap: Update on 9M22 State Budget

Equity wrap: CTR VN (Outperform; TP VND 71,200): Upbeat 3Q22 prelim

Market wrap: Indices keep falling on forced sales momentum

Macro wrap: Update on retail pump prices

Equity wrap: Update on Petroleum distributors sector

Market wrap: Indices managed to close in green amid Bank run at Saigon Commercial Bank tamed

Macro wrap: Vietnam Economy Watch Sept Trade Data: Clearer signals for weakening exports

Equity wrap: Vietnam Fishery sector Update: Weakening demand in September 2022

Market wrap: Rumors in the air dragged indices down further

Macro wrap: News briefing

Equity wrap: ACV VN: Company Update

Market wrap: Bourses sank again on arbitrage activities surging

Macro wrap: Update on the 3Q22 labor market

Equity wrap: FPT VN (Outperform; TP VND 96,600): Internal strength to survive from recession

Market wrap: Bourses bounced back strongly on 3 month low liquidity

Macro wrap: Update on new draft Circular on the SBV management of the Vietnam foreign currency reserves

Equity wrap: PHR VN (Outperform; TP VND 69,000): 2H22 resilient earnings growth thanks to land compensation income

Market wrap: Indices headed south on panic selling

Macro wrap: News briefing

Equity wrap: PVS VN: 1H 2022 review and 3Q 2022 earnings preview

Market wrap: Indices extended losing streak despite over expected macro number released

Macro wrap: Update on inflation price controls

Equity wrap: NVL VN (Market Perform; TP VND 80,700): Earnings quality likely to improve in 2022-2023 while leverage stays high

Market wrap: Indices surged higher from midday panic forced selling

Macro wrap: Update on cabinet meeting

Equity wrap: VNDiamond Index 4Q22 review estimates

Market wrap: Indices extended losing streak despite over expected macro number released

Macro wrap: Vietnam macro update: Growth peaked in Q3 2022, and 2023 to be in focus

Equity wrap: HAH VN (Outperform; TP VND 54,000): Company visit note