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Daily Call
Market wrap: Markets bounced back on low liquidity
Macro wrap: Update on Vietnam public debt
Equity wrap: BMP VN: 4Q23 results & analyst meeting updates
13/03/2024
DownloadMarket wrap: Indices sank on weaken sentiment amid SBV sudden movement on interbank market
Macro wrap: Update on the money market movement & forex
Equity wrap: VNDiamond Index 1Q24 review estimates
12/03/2024
DownloadMarket wrap: Indices were hammered, liquidity surged
Macro wrap: Update on Vietnam equity market upgrade status
Equity wrap: Vietnam ETFs 1Q 2024 review results
11/03/2024
DownloadMarket wrap: Markets surged again despite yesterday fluctuation
Macro wrap: Update on Jan-Feb ‘24 state budget
Equity wrap: TNH VN: New hospitals to fuel revenue growth
08/03/2024
DownloadMarket wrap: Indices hiccup on exchanges’ errors
Macro wrap: Update on the stock market
Equity wrap: PLX VN: 4Q23 earnings results
07/03/2024
DownloadMarket wrap: Market resilient at high ground, liquidity remain above USD 1bn
Macro wrap: Update on land-related sub-law documents
Equity wrap: GMD VN: 4Q2023 earnings call – Clearer sign of recovery
06/03/2024
DownloadMarket wrap: Market up on surging liquidity
Macro wrap: Update on exchange rate
Equity wrap: IDC VN: Most MOUs inked in 10 years
05/03/2024
DownloadMacro wrap: Update on KRX trading system
Equity wrap: FPT VN (Market Perform; TP VND 114,100): Valuation getting more full
PNJ VN (Outperform; TP VND 108,000): Accelerated growth expected from consumption recovery and market share gains
04/03/2024
DownloadMacro wrap: Vietnam Jan-Feb Macro Update
Equity wrap: ACB VN: 4Q23 business results
01/03/2024
DownloadMacro wrap: Update on the stock market conference
Equity wrap: MWG VN: Analyst meeting note
29/02/2024
DownloadMarket wrap: Markets rally on sector rotation
Macro wrap: FDI update
Equity wrap: SAB VN: 4Q23 results update
28/02/2024
DownloadMarket wrap: It’s all about midcap, liquidity sank but still above 1m average
Macro wrap: Update on the progress to remove from FATF grey list
Equity wrap: VHC VN: 1M24 result
27/02/2024
DownloadMarket wrap: Markets being hammered, liquidity surged
Macro wrap: In the news
Equity wrap: Vietnam ETFs 1Q 2024 review estimates
26/02/2024
DownloadMarket wrap: Markets went flat on dimmed liquidity
Macro wrap: Update on open market operations & FX
Equity wrap: HAH VN: Turn around should happen from 2Q24
23/02/2024
DownloadMarket wrap: Indices went sideways, liquidity maintains high
Macro wrap: Economic Watch – Tet trade data
Equity wrap: PNJ VN: January results
22/02/2024
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