09
August
Last week, trading activity decreased slightly across the covered warrant market. With foreign trading activity, trading activity kept increasing in both supply and demand. However, selling pressure continued to overwhelm supply. Net sell value was VND2bn. Notably, trading interest from domestic and foreigners have shifted to cover warrants which have STB and HPG as the underlying asset.
02
August
Last week, trading activity increased slightly across the covered warrant market. With foreign trading activity, foreign selling pressure kept overwhelming supply. Net sell value was VND3.3bn. Notably, trading interest has shifted to Financials' cover warrants.
26
July
Last week, trading activity increased slightly across the covered warrant market. With foreign trading activity, foreign selling pressure came back. Net sell value was VND3.9bn. Notably, trading interest has shifted to cover warrants which have HPG and STB as the underlying asset.
19
July
Last week, trading activity kept decreasing across the covered warrant market. With foreign trading activity, foreign demand has started to overwhelm supply after ending up to be net sold for 2 consecutive months. Notably, trading interest has shifted to Financials sector, driving by demand on cover warrants which have STB and MBB as the underlying asset.
12
July
Last week, trading activity kept decreasing across the covered warrant market. With foreign trading activity, Foreign selling pressure continued to overwhelm demand. Net sell value was VND3.2bn. Notably, covered warrants which have STB as the underlying asset has attracted most of trading activity from foreigners and domestic investors.
05
July
Last week, trading activity decreased slightly across the covered warrant market. With foreign trading activity, although the market kept ending up to be net sold, but demand has started to increase. Net sell value was VND1.8bn, down 40% WoW. Notably, covered warrants which have FPT as the underlying asset has attracted most of trading activity for 2 consecutive months, mainly driven by CFPT2203(7.5%).
28
June
Last week, trading activity kept increasing across the covered warrant market. With foreign trading activity, the market kept ending up to be net sold. Net sell value was VND3bn, 10 times higher than the previous week. Notably, covered warrants which have FPT as the underlying asset has attracted most of trading activity for 2 consecutive months, mainly driven by CFPT2203(-33%).
21
June
Last week, trading activity increased across the covered warrant market. With foreign trading activity, the market kept ending up to be net sold, selling and buying activity dropped, down 30% WoW. Net sell value was VND0.42bn, down 65% WoW. Notably, covered warrants which have FPT as the underlying asset has attracted most of trading activity for 10 consecutive weeks.
14
June
Last week, trading activity across the covered warrant market remained at normal level. With foreign trading activity, the market kept ending up to be net sold. Notably, covered warrants which have FPT as the underlying asset has attracted most of trading activity for 9 consecutive weeks. Besides, covered warrants of POW also absorbed the trading interest across the market.
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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