Vietcap Daily - Vingroup stocks lead VN-Index to 1.3% gain - AST, BSR, CTD, CTG, DIG, DPM, FRT, GMD, HDB, HDG, HPG, HSG, IDC, KBC, KDH, MBB, MWG, NKG, NVL, PC1, REE, SIP, VCB, VEA, VIC

• 31 Jul 2023
• Market Commentary

* External merchandise trade and production show improvement in July * AST: Q2 only improves slightly vs Q1, trailing our expectations – Earnings Flash * BSR: Weak Q2 results slightly trail our forecast; NPAT lower QoQ – Earnings Flash * CTD: Gross margin