Daily Call
Market wrap: Vnindex rallied on Bluechips gain, Liquidity surged
Macro wrap: Update on the 2022 public investment progress
Equity wrap: TRA VN (BUY; TP VND 124,400): Boom in earnings to continue, with increasing new products and gradual decline in SG&A expenses on sales
07/04/2022
DownloadMarket wrap: Indices swing amid mixed sentiments, trade caution
Macro wrap: Update on the property sector
Equity wrap: CTR VN (BUY; TP VND 135,900): Active diversification – Led by residential construction & telecom infrastructure leasing segments
06/04/2022
DownloadMarket wrap: Vnindex near ATH threshold on abundant liquidity
Macro wrap: Update on the March cabinet meeting
Equity wrap: STK VN (BUY; TP VND 70,300): AGM Note
05/04/2022
DownloadMarket wrap: Vn Equities surged on risk on sentiment across the board
Macro wrap: Government & industry discuss possibility of an energy crunch
Equity wrap: NT2 VN (Outperform; TP VND 26,800): Likely better-than-expected 1H22E earnings
04/04/2022
DownloadMarket wrap: Indices manged to closed green despite rock bottom liquidity
Macro wrap: Update on 1Q22 state budget
Equity wrap: DGC VN (Outperform; TP VND 252,000): AGM note
VNDiamond Index 2Q22 review estimates
01/04/2022
DownloadMarket wrap: Financials inched up keeps market resilient over strong turbulences
Macro wrap: Update on Vietnam Balance of Payments
Equity wrap: HTN VN (Outperform; TP VND 69,300): Solid backlog to support FY22E sales and earning growth
31/03/2022
DownloadMarket wrap: VN equities bounced on bright upcoming released earnings season
Macro wrap: Vietnam 1Q2022 Macro Update
Equity wrap: MWG VN (BUY; TP VND 174,000): Modest 2M22 results
30/03/2022
DownloadMarket wrap: Bourses plummeted amid bad news on FLC chairman
Macro wrap: Economy Watch 1Q2022 FDI
Equity wrap: PDR VN: 2022 AGM Notes
29/03/2022
DownloadMarket wrap: Bourses went sideways on abundant liquidity
Macro wrap: Bank Debt Forgiveness SOEs to be Redeemed
Equity wrap: VSC VN (Market Perform; TP VND 46,500): 2022 AGM notes
28/03/2022
DownloadMarket wrap: Bourses traded mix amid global indices shake out
Macro wrap: Update on the banking sector action plan
Equity wrap: Banking sector update: Solid growth maintained amongst JSCBs in 1Q22
25/03/2022
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Market wrap: VN equities lingered around 1500 threshold on risk on sentiment
Macro wrap: Update on the National Assembly Standing Commitee meeting
Equity wrap: DBD VN (BUY; TP VND 73,000): Rare to-buy case left among pharma players, with big leap from the new GMP-EU factory
24/03/2022
DownloadMarket wrap: Bourses continued upbeat momentum on above 1M average liquidity
Macro wrap: Update on the public investment progress
Equity wrap: HSG VN (Market Perform; TP VND 41,300): AGM Notes
23/03/2022
DownloadMarket wrap: VN equities gained on ETFs Review date
Macro wrap: Economy Watch: March bimonthly trade data and retail pump prices
Equity wrap: VIB VN: AGM notes
22/03/2022
DownloadMarket wrap: VN equities gained on ETFs Review date
Macro wrap: Update on SOE reform
Equity wrap: FMC VN (Outperform, TP VND 67,400): Company update
21/03/2022
DownloadMarket wrap: Bourses mixed on VN30F2203 expiry date
Macro wrap: Update on the 2022 – 2023 Covid-19 strategy: From pandemic to endemic
Equity wrap: DPG VN (Market Perform; TP VND 83,200): Launch of the Con Tien real estate project to help maintain growth in 2022
18/03/2022
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