Daily Call

Market wrap: Bourses inch up on foreign net bought despite new Covid-19 cases peak

Macro wrap: Update on 4th wave of Covid outbreak

Equity wrap: BVH VN (Outperform; TP VND 71,000): Substantial PBT growth off a low base, w/ improved profitability

Market wrap: Bourses continue to set new ATH even with the pandemic outbreak nationwide

Macro wrap: Update on Vietnam’s Household Living Standard Survey (VHLSS) 2020

Equity wrap: PNJ VN (Outperform; TP VND 115,800): 4M21 Update: Strong growth momentum continues

Market wrap: Bourses continue bull momentum although Covid-19 situation in Vietnam worsens

Macro wrap: Update on Vietnam trade balance

Equity wrap: PVS VN (Outperform; TP VND 24,500): 1Q 2021 flash note

Market wrap: Main bourses extend gains amid global market recovery, inflation concern eases

Macro wrap: Update on Vietnam general election

Equity wrap: VTP VN (BUY; TP VND 118,000): Upgrade to Buy On 1Q 2021 Results

Market wrap: HCM bourse hits ATH despite global turmoil on crypto currencies and commodities 

Macro wrap: Update on Covid-19 situation in Vietnam

Equity wrap: FPT VN: 4M2021 result: Solid double-digit growth in line with our FY21 forecast

Market wrap: VN30 flies to ATH despite new Covid-19 cases clustered in HCMC and global concern on inflation

Macro wrap: Update on the Covid-19 pandemic in Vietnam

Equity wrap: Vietnam ETFs 2Q2021 rebalancing preview

Market wrap: Both bourses correct amid new Covid-19 case

Macro wrap: Update on Covid-19 vaccination roll-out in Vietnam

Equity wrap: MSN VN (Market Perform; TP VND 116,500): MSN to sell 5.5% stake in TCX

Market wrap: Bourses’ momentum weakens follow by profit taking pressure

Macro wrap: Update on Foreign investor participation in Vietnam SOE’s IPO/divestment

Equity wrap: IMP VN (Underperform; TP VND 69,000): Lower growth driver due to serious delay in EU-GMP factory & regain of raw material price

Market wrap: Both indices sustain in the green despite 4-month high foreign selloffs

Macro wrap: Update on Vietnam remittance

Equity wrap: MWG VN (BUY; TP VND 165,000): AM Note

Market wrap: Main bourse corrects as pressed by profit booking

Macro wrap: Update on Covid-19 outbreak and inflation

Equity wrap: HSG VN (Market Perform; TP VND 40,800): Earnings in the upcoming quarter continues to benefit from soaring steel price

Market wrap: Bourses rebound as buying demand advances

Macro wrap: Update on Covid-19 outbreak and inflation

Equity wrap: VNM VN (Market Perform; TP VND 107,000): Recovery yet to be seen

Market wrap: Both bourses dip at closing on profit taking pressure

Macro wrap: Update on SOE reform

Equity wrap: DGW VN (Outperform; TP VND 139,000): A potential beneficiary from Vsmart leaving the market

Market wrap: VN-Index starts the week on bullish note, boosted by blue-chips’ uptrend

Macro wrap: Update on the North-South expressway projects

Equity wrap: Power Sector: Will the power system face oversupply in 2022 when seeing new capacity from wind power plants?

Market wrap: Majority of key sectors tumble dragging bourses to dip lower

Macro wrap: Update on Covid-19 outbreak

Equity wrap: VHC VN (Outperform; TP VND 43,600): AGM Note 2021 and 1Q2021 results – Investing heavily in new projects

Market wrap: Main bourse slides from growing profit-taking pressure

Macro wrap: Update on Covid-19 outbreak in Vietnam

Equity wrap: KDH VN (Outperform; TP VND 39,500): Steady growth results