12
December
Last week, trading volume increased slightly compared to the previous week as the stock market trading activities still remained exalted. Besides, trading value maintained high, recording at VND58bn, a 3-month high. By underlying asset, covered warrants which have STB as the underlying asset kept attracting the most of trading interest from both foreign and domestic investors, mainly driving by CSTB2222 (6.4%).
06
December
Last week, trading volume remained at high level across the covered warrant market thanks to the sharp rebound of the overall market. Besides, trading value also surged, recording at VND51bn, a 3-month high. By underlying asset, covered warrants which have STB as the underlying asset attracted the most of trading interest from both foreign and domestic investors, mainly driving by CSTB2215 (34.6%) and CSTB2222 (61.8%).
29
November
Last week, trading volume mildly decreased 22% wow across the covered warrant market. Besides, trading value plunged to VND30bn (-31% wow) due to the active market correction period. By underlying asset, covered warrants which have STB as the underlying asset attracted the most of trading interest from both foreign and domestic investors, mainly driving by CSTB2215 (44.4%).
22
November
Last week, trading volume slightly increased across the covered warrant market. However, trading value was decreased due to the active market correction period. By underlying asset, covered warrants which have STB as the underlying asset attracted the most of trading interest from both foreign and domestic investors, followed by HPG, MBB, VHM, and VNM, mainly driving by CSTB2215 (44.4%) and CSTB2223 (65.5%).
15
November
Last week, trading value slightly decreased across the covered warrant market. Particularly, trading value was fell to VND44bn. Besides, trading volume shrank to 196mn, down 11% WoW. By underlying asset, covered warrants which have MBB as the underlying asset attracted the most of trading interest, followed by FPT and VPB, mainly driving by CMBB2213 (-32%).
08
November
Last week, trading value slightly increased across the covered warrant market. Particularly, trading value was increased to VND46bn. Besides, trading volume continued to increase, recording at 221mn, up 15% WoW. By underlying asset, covered warrants which have FPT as the underlying asset attracted the most of trading interest, followed by HPG and VPB, mainly driving by CFPT2207 (-48.3%) and CHPG2215 (-21.2%).
01
November
Last week, trading value slightly increased across the covered warrant market, mainly impacting by uncertainties on stock market. Particularly, trading value was increased to VND37bn. By underlying asset, covered warrants which have VHM as the underlying asset kept attracting interest from both domestic and foreigners, mainly driving by CVHM2215 (-5.6%) and CVHM2217 5.4%).
26
October
Last week, trading value kept decreasing across the covered warrant market, mainly impacting by the stock market correction. Particularly, trading value was fell to VND37bn. By underlying asset, covered warrants which have STB as the underlying asset kept attracting interest from both domestic and foreigners, mainly driving by CSTB2220 (-51.4%) and CSTB2215 (-41.5%).
18
October
Last week, trading value kept decreasing across the covered warrant market, mainly impacting by uncertainties on stock market . Particularly, trading value was fell to VND42bn and trading volume was slightly decreased -6% wow to VND173mn. By underlying asset, covered warrants which have HPG and STB as the underlying asset kept attracting interest from both domestic and foreigners.
15
March
Regarding the impact of the global commodity price surge on Vietnam CPI, we estimate that the current value of Brent price could push 2022 inflation to exceed the government target of 4%, mainly through the consumption channel. However, implementing well-established tools allows the Vietnam government to mitigate external shocks proactively. To sum up, we forecast that the global commodity surge would create temporary pressure on Vietnam inflation.
27
December
Key factors that drive the stock market to rise in 2022 include: (1) the Vietnam economy recovering and strong growth in 2022 and (2) new money will continue to flow into the stock market as new cash flows into stock markets and new money comes from capital flows of securities companies to margin.
09
November
A record plunge in Vietnam’s economy in 3Q21 has threatened economic prospects in the medium and long term growth. The government is standing in a right place to mitigate the lingering impact of the current outbreak and the next ones if they take appropriate actions in an appropriate timing and appropriate way. Recent macro and policy developments are signaling that the ongoing economic recovery would be smooth and sound, but it needs a booster shot, a sufficiently large fiscal relief package, to accelerate recovery momentum and help economic growth back on track. From our view, the “Economic Recovery and Development” fiscal support package, if successfully passed, would be a key to unlocking the full potential of the economic recovery.
26
July
Amid a widespread COVID-19 delta attack in the Southeast Asia region, Vietnam is stepping into the worst outbreak in both its health and economic impacts. Although the government actively deployed various solutions to follow the twin target that effectively controls the pandemic and promotes socio-economic development, the negative impact of economic recovery is inevitable. We predict that the COVID-19 economic impacts on domestic consumption and production levels would be partly reflected in oncoming macroeconomic updates under strict lockdowns nationwide.
18
June
Surging commodity prices and increasing inflation recently pose a considerable risk to global economic stability. However, the majority of global economists and monetary policymakers just saw this phenomenon as a transitory factor, and this trend would eventually reverse to a normal track in the medium- and long- term. Regarding Vietnam's situation, we saw a stable demand-supply balance in major commodities and well-controlled price conditions. The inflation shock in the near term, if it happens, would be expected to be transient and bear a little risk to the economic stability.
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