Daily Call

Market wrap: VN Equities went up in line with global upbeat mode

Macro wrap: Update on the draft amendment of Law on Petroleum

Equity wrap: GAS VN (Outperform; TP VND 135,000): Record high earnings in Q2 thanks to high oil price

Market wrap: VN Equities moved up despite Thursday sales off 

Macro wrap: Update on the Express Railway project

Equity wrap: BMP VN (OUTPERFORM; TP VND 71,500): Earnings can continue to benefit from low input cost in 2H22

Market wrap: Despite cooling down of macro numbers, Vn equities hammered heavily

Macro wrap: News briefing

Equity wrap: KDH VN (OUTPERFORM; TP VND 47,000): Steady earnings growth from Q2

Market wrap: OI keep advancing amid concern on US macro numbers, market mixing

Macro wrap: Update on infrastructure development

Equity wrap: HDB VN: A well-rounded Q2 performance

Market wrap: Bourses advance on all time high OI

Macro wrap: Update on the National Assembly Standing Commitee meeting

Equity wrap: SAB VN (OUTPERFORM; TP VND 213,000): SAB 2Q22 AM – Solid results

                       FPT VN (OUTPERFORM; TP VND 104,000): Investor meeting note

Market wrap: VN equities inched up strongly despite minor profit taking activities

Macro wrap: Vietnam Economy Watch July Trade Data: Exports started to feel the heat 

Equity wrap: VNM VN: A bumpy road to recovery

Market wrap: Bourse mix on arbitrage activities

Macro wrap: Update on Samsung investment in Vietnam

Equity wrap: STK VN (UNDERPERFORM; TP VND 45,200): 2Q22 Analyst meeting – Slowdown in orders expected in 2H22

Market wrap: Bourses fluctuate on arbitrage activities emerged

Macro wrap: Update on the money market movement

Equity wrap: TNH VN (BUY; TP VND 53,800): Update on H1 2022 & Onward Outlook: Short-term growth looks ordinal but long-term outlook is getting more solid with favorable factors

                       MSB VN: 2Q22 results

Market wrap: Geopolitical tension cannot stop VN Equity rally

Macro wrap: Update on the July cabinet meeting

Equity wrap: HPG VN (Outperform; TP VND 27,600): Earnings may bottom out in the coming quarters

Market wrap: VN Equities extend the rally on mega cap gain

Macro wrap: Update on the domestic gold market

Equity wrap: NLG VN (Outperform; TP VND 48,000): Improved earning in Q2 thank to handover in Akari and Southgate project

Market wrap: VN Equities surged despite mixing 2Q earnings released

Macro wrap: Update on July PMI manufacturing

Equity wrap: VHC VN (Market Perform; TP VND 82,400): 2Q22 Update – Earnings peaked in 2Q22

Market wrap: Bourses retreated on Vietnam GSO numbers released

Macro wrap: July Macro Update: Mixed performance and cautious outlook ahead

Equity wrap: VCB VN (Outperform; TP VND 90,700): A strong showing across all operations

Market wrap:  VN equity surged amid easing sentiments, liquidity abundant

Macro wrap:  Update on Land Laws revision

Equity wrap:  Vietnam Port Sector Outlook in 2H22 and 2023 onwards

Market wrap:  Bourses inched up despite Fed decision coming up

Macro wrap:  Update on July Fed meeting and Vietnam money market movements

Equity wrap:  Update on Aviation Sector

Market wrap:  Bourses inched down on liquidity moderate

Macro wrap:  Update on the 2022 public investment progress

Equity wrap:  HPG VN: 2Q22 flash notes