Daily Call

Daily Call
SSI Daily Call with Update on 11M21 trade data and BCM

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

Download
SSI Daily Call with Update on Vietnam ETFs 4Q21 rebalancing review

Market 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

Download
SSI Daily Call with Update on VIB and DGC

Market 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

Download
SSI Daily Call with Update on stimulus package and CTD

Market 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

Download
SSI Daily Call with Update on public investment, currency and BVH

Market 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

Download
SSI Daily Call with Update on public debt and PVD

Market 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

Download
SSI Daily Call with Update on currency

Market 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

Download
SSI Daily Call with Update on stimulus package and FRT

Market 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

Download
SSI Daily Call with Update on cabinet meeting and PLC

Market 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

Download
SSI Daily Call with Update on Vietnam manufacturing PMI and VTP

Market 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

Download
SSI Daily Call with Update on credit growth and DXG

Market 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

Download
SSI Daily Call with Update on November macro data and PVT

Market 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

Download
SSI Daily Call with Update on Vietnam FDI and VPB

Market 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

Download
SSI Daily Call with Update on HAX

Market 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

Download
SSI Daily Call with Update on PLX

Market 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

Download
SSI