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精选新闻
Strategic Insight - 07/2026: Attractive valuation, awaiting the upgrade
We believe the market's long-term growth potential remains considerable, as the economy continues to sustain its recovery momentum in the face of external pressures. In addition, market valuations remain attractive, with more than 70% of stocks currently undervalued.2026年7月7日
Chart of the day 2026/07/06: Accumulation phase
An accumulation phase has emerged but does not affect the short-term uptrend. Therefore, investors should maintain their current equity allocation within their portfolios.2026年7月6日
Market commentary 2026/07/06: Selling pressure persisted
In the near term, the index is likely to remain range-bound as buying and selling forces continue to offset each other. Meanwhile, liquidity remains subdued, indicating that capital inflows have yet to improve meaningfully. As a result, the market is likely to remain in a consolidation phase before establishing a clearer trend.2026年7月6日
Derivatives 2026/07/06: Awaiting the next signal
The uptrend remains confirmed over the short term, supported by improved liquidity. However, traders should wait for a confirmation signal before reopening Long positions, as caution in investor sentiment persisted through the final session of last week.2026年7月6日
Bản tin phái sinh 2026/07/06: Chờ tín hiệu tiếp theo
Xu hướng tăng vẫn được xác nhận trong ngắn hạn với thanh khoản được cải thiện. Tuy nhiên, nhà đầu tư cần chờ một tín hiệu xác nhận để mở lại vị thế Long khi sự thận trọng trong tâm lý nhà đầu tư đang được duy trì trong phiên cuối tuần trước.2026年7月6日
6M26: A strong quarter amid turbulence
The second quarter of 2026 ended on a positive note despite a volatile external backdrop, with Vietnam’s real GDP expanding by 8.39% YoY. Growth was supported by resilient retail sales, robust industrial production and impressive FDI performance in both registered and disbursed capital. While geopolitical tensions briefly reignited concerns over global inflation, logistics costs and supply chain disruptions, inflation pressure eased as stress moderated. Nevertheless, unresolved conflict risks, potential trade balance pressure and the ability of domestic growth engines, especially public investment, to sustain momentum will remain key questions for the second half of 2026, particularly as Vietnam continues to pursue its double digit growth ambition.2026年7月3日
Market commentary 2026/07/03: Market reversal
The market ended slightly lower amid declining liquidity. Nevertheless, the index remained above most key moving averages, suggesting that the broader positive trend is still intact, although short-term volatility is likely to persist.2026年7月3日
Derivatives 2026/07/03: Improved liquidity
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月3日
Market commentary 2026/07/02: Positive momentum continued
The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.2026年7月2日
Derivatives 2026/07/02: A positive signal emerges
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月2日
Market commentary 2026/07/01: Demand emerged
The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation2026年7月1日
Derivatives 2026/07/01: Caution prevails
The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.2026年7月1日
Market commentary 2026/06/30: Selling pressure persists
The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.2026年6月30日
Derivatives 2026/06/30: Liquidity at low levels
The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.2026年6月30日
Covered warrant 2026/06/30: Cash flow improved
During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.2026年6月30日
Market Traders 2026/06/30: Foreign selling pressure eased significantly
By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.2026年6月30日
26W26: SBV shifts to net injection to ease liquidity pressure
In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.2026年6月29日
Chart of the day 2026/06/29: Uptrend confirmed
The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.2026年6月29日
Market commentary 2026/06/29: Divergent market performance
Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.2026年6月29日
Derivatives 2026/06/29: Support around the MA50
The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.2026年6月29日
精选优惠
Strategic Insight - 07/2026: Attractive valuation, awaiting the upgrade
We believe the market's long-term growth potential remains considerable, as the economy continues to sustain its recovery momentum in the face of external pressures. In addition, market valuations remain attractive, with more than 70% of stocks currently undervalued.2026年7月7日
Chart of the day 2026/07/06: Accumulation phase
An accumulation phase has emerged but does not affect the short-term uptrend. Therefore, investors should maintain their current equity allocation within their portfolios.2026年7月6日
Market commentary 2026/07/06: Selling pressure persisted
In the near term, the index is likely to remain range-bound as buying and selling forces continue to offset each other. Meanwhile, liquidity remains subdued, indicating that capital inflows have yet to improve meaningfully. As a result, the market is likely to remain in a consolidation phase before establishing a clearer trend.2026年7月6日
Derivatives 2026/07/06: Awaiting the next signal
The uptrend remains confirmed over the short term, supported by improved liquidity. However, traders should wait for a confirmation signal before reopening Long positions, as caution in investor sentiment persisted through the final session of last week.2026年7月6日
Bản tin phái sinh 2026/07/06: Chờ tín hiệu tiếp theo
Xu hướng tăng vẫn được xác nhận trong ngắn hạn với thanh khoản được cải thiện. Tuy nhiên, nhà đầu tư cần chờ một tín hiệu xác nhận để mở lại vị thế Long khi sự thận trọng trong tâm lý nhà đầu tư đang được duy trì trong phiên cuối tuần trước.2026年7月6日
6M26: A strong quarter amid turbulence
The second quarter of 2026 ended on a positive note despite a volatile external backdrop, with Vietnam’s real GDP expanding by 8.39% YoY. Growth was supported by resilient retail sales, robust industrial production and impressive FDI performance in both registered and disbursed capital. While geopolitical tensions briefly reignited concerns over global inflation, logistics costs and supply chain disruptions, inflation pressure eased as stress moderated. Nevertheless, unresolved conflict risks, potential trade balance pressure and the ability of domestic growth engines, especially public investment, to sustain momentum will remain key questions for the second half of 2026, particularly as Vietnam continues to pursue its double digit growth ambition.2026年7月3日
Market commentary 2026/07/03: Market reversal
The market ended slightly lower amid declining liquidity. Nevertheless, the index remained above most key moving averages, suggesting that the broader positive trend is still intact, although short-term volatility is likely to persist.2026年7月3日
Derivatives 2026/07/03: Improved liquidity
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月3日
Market commentary 2026/07/02: Positive momentum continued
The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.2026年7月2日
Derivatives 2026/07/02: A positive signal emerges
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月2日
Market commentary 2026/07/01: Demand emerged
The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation2026年7月1日
Derivatives 2026/07/01: Caution prevails
The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.2026年7月1日
Market commentary 2026/06/30: Selling pressure persists
The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.2026年6月30日
Derivatives 2026/06/30: Liquidity at low levels
The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.2026年6月30日
Covered warrant 2026/06/30: Cash flow improved
During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.2026年6月30日
Market Traders 2026/06/30: Foreign selling pressure eased significantly
By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.2026年6月30日
26W26: SBV shifts to net injection to ease liquidity pressure
In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.2026年6月29日
Chart of the day 2026/06/29: Uptrend confirmed
The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.2026年6月29日
Market commentary 2026/06/29: Divergent market performance
Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.2026年6月29日
Derivatives 2026/06/29: Support around the MA50
The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.2026年6月29日
精选新闻
Strategic Insight - 07/2026: Attractive valuation, awaiting the upgrade
We believe the market's long-term growth potential remains considerable, as the economy continues to sustain its recovery momentum in the face of external pressures. In addition, market valuations remain attractive, with more than 70% of stocks currently undervalued.2026年7月7日
Chart of the day 2026/07/06: Accumulation phase
An accumulation phase has emerged but does not affect the short-term uptrend. Therefore, investors should maintain their current equity allocation within their portfolios.2026年7月6日
Market commentary 2026/07/06: Selling pressure persisted
In the near term, the index is likely to remain range-bound as buying and selling forces continue to offset each other. Meanwhile, liquidity remains subdued, indicating that capital inflows have yet to improve meaningfully. As a result, the market is likely to remain in a consolidation phase before establishing a clearer trend.2026年7月6日
Derivatives 2026/07/06: Awaiting the next signal
The uptrend remains confirmed over the short term, supported by improved liquidity. However, traders should wait for a confirmation signal before reopening Long positions, as caution in investor sentiment persisted through the final session of last week.2026年7月6日
Bản tin phái sinh 2026/07/06: Chờ tín hiệu tiếp theo
Xu hướng tăng vẫn được xác nhận trong ngắn hạn với thanh khoản được cải thiện. Tuy nhiên, nhà đầu tư cần chờ một tín hiệu xác nhận để mở lại vị thế Long khi sự thận trọng trong tâm lý nhà đầu tư đang được duy trì trong phiên cuối tuần trước.2026年7月6日
6M26: A strong quarter amid turbulence
The second quarter of 2026 ended on a positive note despite a volatile external backdrop, with Vietnam’s real GDP expanding by 8.39% YoY. Growth was supported by resilient retail sales, robust industrial production and impressive FDI performance in both registered and disbursed capital. While geopolitical tensions briefly reignited concerns over global inflation, logistics costs and supply chain disruptions, inflation pressure eased as stress moderated. Nevertheless, unresolved conflict risks, potential trade balance pressure and the ability of domestic growth engines, especially public investment, to sustain momentum will remain key questions for the second half of 2026, particularly as Vietnam continues to pursue its double digit growth ambition.2026年7月3日
Market commentary 2026/07/03: Market reversal
The market ended slightly lower amid declining liquidity. Nevertheless, the index remained above most key moving averages, suggesting that the broader positive trend is still intact, although short-term volatility is likely to persist.2026年7月3日
Derivatives 2026/07/03: Improved liquidity
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月3日
Market commentary 2026/07/02: Positive momentum continued
The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.2026年7月2日
Derivatives 2026/07/02: A positive signal emerges
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月2日
Market commentary 2026/07/01: Demand emerged
The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation2026年7月1日
Derivatives 2026/07/01: Caution prevails
The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.2026年7月1日
Market commentary 2026/06/30: Selling pressure persists
The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.2026年6月30日
Derivatives 2026/06/30: Liquidity at low levels
The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.2026年6月30日
Covered warrant 2026/06/30: Cash flow improved
During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.2026年6月30日
Market Traders 2026/06/30: Foreign selling pressure eased significantly
By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.2026年6月30日
26W26: SBV shifts to net injection to ease liquidity pressure
In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.2026年6月29日
Chart of the day 2026/06/29: Uptrend confirmed
The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.2026年6月29日
Market commentary 2026/06/29: Divergent market performance
Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.2026年6月29日
Derivatives 2026/06/29: Support around the MA50
The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.2026年6月29日
精选优惠
Strategic Insight - 07/2026: Attractive valuation, awaiting the upgrade
We believe the market's long-term growth potential remains considerable, as the economy continues to sustain its recovery momentum in the face of external pressures. In addition, market valuations remain attractive, with more than 70% of stocks currently undervalued.2026年7月7日
Chart of the day 2026/07/06: Accumulation phase
An accumulation phase has emerged but does not affect the short-term uptrend. Therefore, investors should maintain their current equity allocation within their portfolios.2026年7月6日
Market commentary 2026/07/06: Selling pressure persisted
In the near term, the index is likely to remain range-bound as buying and selling forces continue to offset each other. Meanwhile, liquidity remains subdued, indicating that capital inflows have yet to improve meaningfully. As a result, the market is likely to remain in a consolidation phase before establishing a clearer trend.2026年7月6日
Derivatives 2026/07/06: Awaiting the next signal
The uptrend remains confirmed over the short term, supported by improved liquidity. However, traders should wait for a confirmation signal before reopening Long positions, as caution in investor sentiment persisted through the final session of last week.2026年7月6日
Bản tin phái sinh 2026/07/06: Chờ tín hiệu tiếp theo
Xu hướng tăng vẫn được xác nhận trong ngắn hạn với thanh khoản được cải thiện. Tuy nhiên, nhà đầu tư cần chờ một tín hiệu xác nhận để mở lại vị thế Long khi sự thận trọng trong tâm lý nhà đầu tư đang được duy trì trong phiên cuối tuần trước.2026年7月6日
6M26: A strong quarter amid turbulence
The second quarter of 2026 ended on a positive note despite a volatile external backdrop, with Vietnam’s real GDP expanding by 8.39% YoY. Growth was supported by resilient retail sales, robust industrial production and impressive FDI performance in both registered and disbursed capital. While geopolitical tensions briefly reignited concerns over global inflation, logistics costs and supply chain disruptions, inflation pressure eased as stress moderated. Nevertheless, unresolved conflict risks, potential trade balance pressure and the ability of domestic growth engines, especially public investment, to sustain momentum will remain key questions for the second half of 2026, particularly as Vietnam continues to pursue its double digit growth ambition.2026年7月3日
Market commentary 2026/07/03: Market reversal
The market ended slightly lower amid declining liquidity. Nevertheless, the index remained above most key moving averages, suggesting that the broader positive trend is still intact, although short-term volatility is likely to persist.2026年7月3日
Derivatives 2026/07/03: Improved liquidity
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月3日
Market commentary 2026/07/02: Positive momentum continued
The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.2026年7月2日
Derivatives 2026/07/02: A positive signal emerges
The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.2026年7月2日
Market commentary 2026/07/01: Demand emerged
The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation2026年7月1日
Derivatives 2026/07/01: Caution prevails
The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.2026年7月1日
Market commentary 2026/06/30: Selling pressure persists
The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.2026年6月30日
Derivatives 2026/06/30: Liquidity at low levels
The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.2026年6月30日
Covered warrant 2026/06/30: Cash flow improved
During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.2026年6月30日
Market Traders 2026/06/30: Foreign selling pressure eased significantly
By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.2026年6月30日
26W26: SBV shifts to net injection to ease liquidity pressure
In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.2026年6月29日
Chart of the day 2026/06/29: Uptrend confirmed
The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.2026年6月29日
Market commentary 2026/06/29: Divergent market performance
Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.2026年6月29日
Derivatives 2026/06/29: Support around the MA50
The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.2026年6月29日