Daily Call
Market wrap: Bourses underwater prior to Futures expiry
Macro wrap: Economy Watch: November exports regained momentum
Equity wrap: BCM VN (BUY; TP VND 66,200): 2022 earnings to benefit from expected increase in land price
15/12/2021
DownloadMarket wrap: Indices shot up on Realy tickers surge, liquidity flat amid VN30F1M expiry
Macro wrap: Update on the strengthening of the corporate bond legal framework
Equity wrap: Vietnam ETFs 4Q2021 review results
14/12/2021
DownloadMarket wrap: Vinrgroup related tickers dragged the indices, liquidity improved
Macro wrap: News briefing
Equity wrap: VIB VN: Strong rebound in 4Q 2021
DGC VN: EGM note
13/12/2021
DownloadMarket wrap: Bourses edged up on muted liquidity
Macro wrap: Update on stimulus package
Equity wrap: CTD VN (Outperform; TP VND 103,000): 2022 rebound from low base
10/12/2021
DownloadMarket wrap: Bourses inched up further on Financials gain
Macro wrap: Update on the Standing Committee meeting: Day 1 and VND Currency
Equity wrap: BVH VN: 3Q 2021 underwriting profit beats our forecast
09/12/2021
DownloadMarket wrap: Bourses recovered on narrowed liquidity
Macro wrap: Update on the 12th bulletin on public debt
Equity wrap: PVD VN (Market Perform; TP VND 25,100): 3Q2021 business results
08/12/2021
DownloadMarket wrap: Panic sales kicked off across the boards
Macro wrap: Update on Vietnam currency
Equity wrap: November market wrap-up: VNIndex reached an all-time high, while liquidity made a new record
07/12/2021
DownloadMarket wrap: Main indices dove amid fear on first Omicron cases in SEA regions
Macro wrap: Update on stimulus package
Equity wrap: FRT VN: 3Q21 results update
06/12/2021
DownloadMarket wrap: Main index headed south on Financials drag amid Omicron 1st case in US
Macro wrap: Update on the government’s meeting in November
Equity wrap: PLC VN (Outperform; TP VND 47,000): 3Q2021 results update
03/12/2021
DownloadMarket wrap: Main indices traded mix, Omicron fear faded
Macro wrap: Update on Vietnam manufacturing PMI
Equity wrap: VTP VN: 3Q2021 result quick note
02/12/2021
DownloadMarket wrap: Main index dipped further amid rising on uncertainty
Macro wrap: Update on November credit growth
Equity wrap: DXG VN: Private placement called off
01/12/2021
DownloadMarket wrap: Main index dipped underwater on Omicron variant fear
Macro wrap: Monthly macro review: November
Equity wrap: PVT VN (Outperform; TP VND 26,200): 9M2021 results and 2022 outlook
30/11/2021
DownloadMarket wrap: Main indices fluctuated amid raising lockdown fear on new Covid-19 variant
Macro wrap: Update on FDI inflow in November
Equity wrap: VPB VN (Market Perform; TP VND 44,530): NIM might bottom out in 3Q 2021
29/11/2021
DownloadMarket wrap: Main indices closed higher on abundant liquidity
Macro wrap: Update on retail pump prices
Equity wrap: HAX VN: Looking past short-term risk, outlook will be strong with market recovery & outlet expansion
26/11/2021
DownloadMarket wrap: Main indices flied to fresh ATH amid Financials stellar gain
Macro wrap: News briefing
Equity wrap: PLX VN (Outperform; TP VND 67,000): Earnings to recover from 4Q21 driven by both sales volume and oil price
25/11/2021
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