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Market commentary 2026/06/18: Bottom-fishing demand emerged

The market closed lower, although bottom-fishing demand emerged and helped the index recover part of its losses toward the end of the session. This suggests that cash flow is still monitoring and participating at lower price levels. However, selling pressure remains present, indicating that short-term market movements are likely to remain volatile. Therefore, additional signals from upcoming sessions will be needed to confirm the market's direction more clearly.

2026年6月18日

Derivatives 2026/06/18: Capital flows at lower price levels

Technical signals lack consistency at this stage. Therefore, traders should wait for additional confirmation signals on the next trend. Based on such signals, investors may then consider reopening new positions.

2026年6月18日

Market commentary 2026/06/17: Selling pressure on large-cap stocks

The market successfully moved above the 1,800-point threshold and reclaimed its 100-day moving average, signaling a positive technical development. However, liquidity remained subdued and selling pressure was still evident during the session, suggesting that investor sentiment remains cautious and that the current rebound requires further confirmation.

2026年6月17日

Derivatives 2026/06/17: Awaiting a breakout signal

Technical signals lack consistency at this stage. Therefore, traders should wait for additional confirmation signals regarding the next trend before reopening new positions.

2026年6月17日

Derivatives 2026/06/16: Awaiting a breakout signal

Technical signals remain mixed and lack clear confirmation. Investors are advised to wait for additional directional signals before initiating new positions.

2026年6月16日

Market commentary 2026/06/16: Green start to the week

The market ended higher with improving liquidity, suggesting that buying interest may be returning after the recent correction. However, the index has yet to break above its key moving averages, indicating that the prevailing downtrend has not been fully reversed. Therefore, additional signals from upcoming sessions will be needed to confirm the market’s direction.

2026年6月16日

Covered warrant 2026/06/16: Capital flows continue to decline

During the week, the covered warrant market continued to show negative performance as liquidity declined and most warrants closed lower. In the underlying equity market, the index also corrected while liquidity remained subdued, indicating that cautious investor sentiment continues to dominate capital flows.

2026年6月16日

Market Trader 2026/06/16: Proprietary selling pressure eased significantly

By investor group, trading activity from both domestic retail investors and domestic institutional investors continued to weaken, falling 4.3% and 25.2%, respectively, from the previous week.

2026年6月16日

24W26: SBV extends net withdrawal as interbank rates edge lower

In 24W26, the SBV extends its net liquidity withdrawal for a second consecutive week as immediate system pressures ease. Tracking this development, interbank rates decline across all tenors with a steeper yield curve, driven by a sharp pullback at the short end. Regarding the FX market, the greenback's momentum completely reversed toward the weekend as a Middle East peace breakthrough dragged the dollar down, allowing the domestic USDVND rate to edge lower despite persistent foreign net selling.

2026年6月15日

Chart of the day 2026/06/15: Selling pressure remains

The short-term downtrend has been confirmed. In this context, investors should exercise caution, monitor the market closely, and wait for clear reversal signals before re-entering new positions.

2026年6月15日

Market commentary 2026/06/15: Selling pressure intensified

The market continues to move sideways in the short term as buying demand remains insufficient to generate a meaningful breakout. Moreover, the index has yet to reclaim its medium-term moving average, suggesting that the current trend has not turned convincingly positive and requires further confirmation signals in the coming sessions.

2026年6月15日

Derivatives 2026/06/15: Late-session selling pressure

With the Bearish Engulfing pattern confirmed last week, the downtrend may be re-established. Accordingly, traders may consider re-entering short positions in the upcoming session.

2026年6月15日

VPB- Brief - [NONRATED] - Strong credit expansion

1Q26 PAT rose +61% YoY to VND 6,329bn, partially driven by a low base in 1Q25 and supported by strong operating income growth (+26% YoY). 1Q26 earnings completed 19% of the full-year 2026 guidance.

2026年6月15日

Market commentary 2026/06/12: Selling pressure returns

The market ended lower while liquidity remained subdued, suggesting that cautious investor sentiment continues to dominate. This performance also indicates that the market has yet to find a sufficiently strong catalyst for a sustainable recovery, and short-term volatility is likely to persist.

2026年6月12日

Derivatives 2026/06/12: Declining liquidity

Current signals lack consistency. Traders should therefore wait for further trend confirmation before opening new positions.

2026年6月12日

FPT - Brief - [NONRATED] - 1Q26: FPT Shop rebounds, Long Chau sustains strong growth

In 1Q26, FRT recorded revenue of VND15,117bn (+29.5% yoy) and operating profit of VND474bn (+49% yoy). Both its core business chains, FPT Shop and Long Chau, recorded revenue growth and improved operating efficiency.

2026年6月12日

Market commentary: Green momentum continues

The market recorded its second consecutive recovery session, accompanied by a slight improvement in liquidity. Meanwhile, the index is approaching its 100-day moving average (MA100), suggesting that the market is nearing an important testing zone that could help determine its next directional trend in the period ahead.

2026年6月11日

Derivatives: Awaiting new confirmation

Signals remain mixed. Investors should wait for clearer trend confirmation before opening new positions.

2026年6月11日

PVD – Earnings Review – [HOLD] – 1Q26: Solid NPAT growth on robust E&P

PVD’s 1Q26 revenue reached VND3,401bn (+126% yoy, ~110% of KIS forecast). Gross profit recorded strong growth at VND638bn (+136% yoy, ~94% of KIS forecast). 1Q26 NPAT reached VND300bn (+110% yoy), below our expectations but still at a strong level.

2026年6月11日

May 2026: The banking sector emerged as the leading issuer

In May, total value of bond issuance declined 41.8% yoy and -7.67% mom to VND43,163bn (Fig. 1). The Banking issued VND25,450bn, 26% mom, and accounted for 59%. Major issuer was Techcombank (VND8,000bn, Table 1) and Military Bank (VND7,250bn). The Real Estates issued 14,180VNDbn with +9% yoy, -5% mom and accounting for 32.9% of total issuance (Fig. 2). VHM was the main issuer with VND8,000bn. The average coupon rate still remained 5.3% in May 2026 (Fig. 3). The Real Estate coupon rate increased to 12.5%, while the banking coupon rate maintained at 8.5%. Bond tenors were focus on ≤ 3 Years (82.95%). Notably, bond tenor of 7-10 years re-arranged after being absent in April (11.24%) (Fig 4).

2026年6月10日

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Market commentary 2026/06/18: Bottom-fishing demand emerged

2026年6月18日

Derivatives 2026/06/18: Capital flows at lower price levels

2026年6月18日

Market commentary 2026/06/17: Selling pressure on large-cap stocks

2026年6月17日

Derivatives 2026/06/17: Awaiting a breakout signal

Technical signals lack consistency at this stage. Therefore, traders should wait for additional confirmation signals regarding the next trend before reopening new positions.

2026年6月17日

Derivatives 2026/06/16: Awaiting a breakout signal

Technical signals remain mixed and lack clear confirmation. Investors are advised to wait for additional directional signals before initiating new positions.

2026年6月16日

Market commentary 2026/06/16: Green start to the week

2026年6月16日

Covered warrant 2026/06/16: Capital flows continue to decline

2026年6月16日

Market Trader 2026/06/16: Proprietary selling pressure eased significantly

By investor group, trading activity from both domestic retail investors and domestic institutional investors continued to weaken, falling 4.3% and 25.2%, respectively, from the previous week.

2026年6月16日

24W26: SBV extends net withdrawal as interbank rates edge lower

2026年6月15日

Chart of the day 2026/06/15: Selling pressure remains

The short-term downtrend has been confirmed. In this context, investors should exercise caution, monitor the market closely, and wait for clear reversal signals before re-entering new positions.

2026年6月15日

Market commentary 2026/06/15: Selling pressure intensified

2026年6月15日

Derivatives 2026/06/15: Late-session selling pressure

With the Bearish Engulfing pattern confirmed last week, the downtrend may be re-established. Accordingly, traders may consider re-entering short positions in the upcoming session.

2026年6月15日

VPB- Brief - [NONRATED] - Strong credit expansion

1Q26 PAT rose +61% YoY to VND 6,329bn, partially driven by a low base in 1Q25 and supported by strong operating income growth (+26% YoY). 1Q26 earnings completed 19% of the full-year 2026 guidance.

2026年6月15日

Market commentary 2026/06/12: Selling pressure returns

2026年6月12日

Derivatives 2026/06/12: Declining liquidity

Current signals lack consistency. Traders should therefore wait for further trend confirmation before opening new positions.

2026年6月12日

FPT - Brief - [NONRATED] - 1Q26: FPT Shop rebounds, Long Chau sustains strong growth

2026年6月12日

Market commentary: Green momentum continues

2026年6月11日

Derivatives: Awaiting new confirmation

Signals remain mixed. Investors should wait for clearer trend confirmation before opening new positions.

2026年6月11日

PVD – Earnings Review – [HOLD] – 1Q26: Solid NPAT growth on robust E&P

2026年6月11日

May 2026: The banking sector emerged as the leading issuer

2026年6月10日