* BMP: May 19 ex-rights date for second tranche of FY2024 cash dividend of VND6,250/share
* FPT: SCIC announces divestment list includes plan to fully divest its 5.7% stake in FPT
* DGW: Deconsolidation of Viet Money; NPAT-MI grows 15% YoY - AGM Note & Earnings Flash
* VPB: Robust growth targets with ambitious plan to expand ecosystem - AGM Note
* VHM: Scheduled handovers support Q1 earnings; Wonder City boosts Q1 presales - Earnings Flash & Analyst Meeting Note
* VIC: Previously announced transfer of Global Gate supports Q1 bottom line - Earnings Flash & Analyst Meeting Note
* ACG: Q1 bottom line comes in slightly weaker-than-expected due to SG&A expenses - Earnings Flash
* ACV: Solid international passenger growth sustained; NPAT-MI up 7% YoY, in line with forecast - Earnings Flash
* AST: Solid 57% YoY NPAT-MI growth aligns with forecast - Earnings Flash
* DXG: Higher GPM from property sales supports Q1 earnings growth - Earnings Flash
* DXS: Q1 property brokerage in line with expectations - Earnings Flash
* FRT: Long Chau's profitability improves, while FPT Shop incurs minor net loss - Earnings Flash
* GAS: Strong fuel oil prices, LPG volume drive earnings growth; yet slight downside to NPAT forecast remains - Earnings Flash
* HDB: Robust earnings driven by strong NOII, CIR improvement; asset quality deteriorates QoQ - Earnings Flash
* IDC: Earnings decline in Q1 due to lower IP land handovers - Earnings Flash
* KDH: Ongoing handovers of The Privia drive Q1 earnings - Earnings Flash
* PC1: Loss from IP associated company weighs on Q1 earnings, but 2025F NPAT projection remains mostly unchanged - Earnings Flash
* POW: Strong sales volume, ASPs drive core NPAT to double YoY; slight upside potential evident - Earnings Flash
* PVS: Reported NPAT-MI up 10% YoY, in line with forecast - Earnings Flash
* PVT: Earnings contract following YoY lower global tanker rates - Earnings Flash
* SAB: NPAT-MI declines 20% YoY due to lower beer sales volume, one-off financial expense - Earnings Flash
* TV2: Profit recovering, slightly lower than forecast - Earnings Flash
* VCB: NIM pressure continues while asset quality remains strong - Earnings Flash
* VNM: NPAT-MI drops YoY due to weak domestic sales, margin - Earnings Flash
* Vietnam Macro Note: Labor market remains stable but uncertainty lies ahead
* DGC: Solid core business; real estate awaiting investment approval - Update
* Market wrap: VN-Index sees no material change
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Market wrap: VN-Index sees no material change
The VN-Index saw no material change on Tuesday, declining by only half a point (-0.04%) to finish the trading day at 1,226.3 before the market closes for Vietnam's five-day national holiday. Across the index, there were 226 gainers, 274 laggards, and 72 unchanged stocks. Total trading volume increased from the previous trading day to USD596.5mn.
* Only four large-cap bank stocks gained today: CTG (+0.9%), TCB (+1.2%), ACB (+0.4%), and TPB (+0.7%). VCB (-0.3%), MBB (-0.6%), LPB (-0.8%), and HDB (-0.2%) declined, and BID and VPB were unchanged.
* In real estate, BCM (-1.3%), KDH (-1.3%), and PDR (-1.9%) plunged, while VRE (+2.4%), KBC (+1.3%), and SIP (+1.6%) surged.
* Tech stocks struggled as FPT (-0.1%), CMG (-0.5%), SGT (-0.3%), SAM (-1.0%), and ELC (-1.6%) fell.
* Other noteworthy laggards included beer producer SAB (-6.1%), steelmaker HPG (-0.6%), airline VJC (-3.5%), and oil & gas company BSR (-0.6%).
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