English
Tiếng Việt
28
2月
Daily derivatives: Market is on the fence
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level (Hourly chart).
研究中心
首页 » 衍生期貨
25
2月
Daily derivatives: Volatile
Long position on VN30F2203 should continue to be held and stop the loss when there is the closing price below 1,500 pts level.
24
2月
Daily derivatives: Lack of confirmation sign
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level.
23
2月
Daily derivatives: Respecting the demand zone
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level.
23
2月
Covered Warrant 14-18 Feb: Foreign demand is faded for three consecutive weeks
Covered Warrant market experienced the drop in trading value and trading volume last week. Besides, market is still net sold by foreigners for three consecutive weeks.
22
2月
Daily derivatives: Earliest sign for the bull
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level. For new long positions, long VN30F2203 after ATO session and stop the loss when there is the closing price below 1,500 pts level.
21
2月
Daily derivatives: Range bound would take place
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level.
18
2月
Daily derivatives: Minor pullback is needed
Buy point is ready on VN30F2203. Long this instrument after ATO session and stop the loss when there is the closing price below 1,500 pts level.
17
2月
Daily derivatives: Expiration date
For new entry point, traders should wait for the accurate trading signal which will occur after the consolidation phase.
16
2月
Daily derivatives: Whipsaw is coming
For new entry point, traders should wait for the accurate trading signal which have not occured.
Featured Articles
24
8月
U.S July Retail sales and Vietnam T&G exports
U.S July Retail sales and Vietnam T&G exports According to the latest data from the U.S. Census Bureau, retail sales in the U.S. increased by 0.7% MoM in July of 2023, marking a fourth consecutive rise, and beating market forecasts of a 0.4% increase. In more detail, US clothing store sales grew 1.34% YoY in July, slightly decelerated from 2.69% in June, but remain higher than the one-year slowest growth of 0.32% in April. The potential upturn in US clothing sales, given a relatively strong correlation with Vietnam T&G exports, subsequently benefiting this export sector in the latter half of 2023.
02
8月
An improved economic performance amidst easing external headwinds
July’s data revealed a substantial improvement in economic activities with a softer decline in export turnover, an improving industrial production, and a renewed acceleration in retail sales. On one hand, U.S. consumers tend to regain their confidence during the late phase of the global interest rate hike, fastening the resolution of the overstocking and consequently promoting Vietnam’s export activities. On the other hand, retail sales recorded a higher growth rate than in June coupled with moderate inflation after a series of easing fiscal policies, likely reflecting an expanding demand. We predict economic performance to improve further next month due to softening external headwinds and expanding domestic demand.
28
7月
Vietnam’s economy: gaining momentum
Although the economic performance picked up in 2Q23 in the late stage of the global interest rate hike, we believe that the acceleration of economic activities will need more time to be material due to the insignificant improvement of external factors and the weakening recovery in domestic consumption. On the upside, public investment will continue to be a spotlight in 3Q23 thanks to the government's effort in realizing the significantly higher workload than last year. In addition, the well-controlled inflation and stable exchange rate provide more space for the monetary authority to follow the easing tendency in the next quarter.
13
7月
3Q23 Strategic Insight: Embrace the opportunity
Although the economic performance picked up in 2Q23 in the late stage of the global interest rate hike, we believe that the acceleration of economic activities will need more time to be material due to the insignificant improvement of external factors and the weakening recovery in domestic consumption. On the upside, public investment will continue to be a spotlight in 3Q23 thanks to the government's effort in realizing the significantly higher workload than last year. Investment opportunities exist in Power and Agriculture, Seafood industries that backed by El-Nino and China consumption themes. Besides, crushed stone industry also offers a lucrative choice from 3Q23 for those investors seeking for rising public spending theme. We expect the target range for VNIndex in 2H23 to be 1,260-1,340 points.
30
6月
Slight pickup amidst persistent global challenges
GSO’s June report shows a slight acceleration in economic performance for the second quarter of 2023. Although the economic growth surpassed the downgraded market assessment, it is far from the expected value in the eco-socio tasks. For the latest update in June, export activities deteriorated under the persistent slowdown in the consumption of Vietnam’s major trading partners, showing challenges for the economy to speed up. Regarding domestic factors, the recovery momentum in post-pandemic exhausted with retail sales much lower than the potential level. In the short term, we predict public investment will mainly support economic growth before material improvement in external factors occurs.