17
February
Bearish momentum still exists and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2303 near 1,050 pts zone to define the next market leg. New position should be stalked when consolidation phase is near the end. (Hourly chart)
16
February
Bearish momentum is strong and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2302 near 1,050 pts zone to define the next market leg. New position should be stalked on the upcoming contract (VN30F2303). (Hourly chart)
15
February
Bearish momentum is strong and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2302 near 1,050 pts zone to define the next market leg. (Hourly chart)
14
February
Bearish momentum is strong and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2302 near 1,050 pts zone to define the next market leg. (Hourly chart)
13
February
Last week, trading volume remained solid across the covered warrant market with trading value recorded at VND52bn (-10% wow). By underlying asset, covered warrants which have HPG and STB as the underlying asset kept attracting the most of trading interest from both domestic and foreigner. Notably, foreign trading activity has reversed, ended up to be net sold with net selling value recorded at VND2.4bn.
13
February
Bearish momentum is strong and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2302 near 1,050 pts zone to define the next market leg. (Hourly chart)
10
February
Bearish momentum is strong and the instrument is testing 1,050 pts area. Traders should wait for the reaction of VN30F2302 near 1,050 pts zone to define the next market leg. (Hourly chart)
09
February
For new long positions, traders should wait for the short-term correction/consolidation phase on VN30F2302. (Hourly chart)
08
February
For new long positions, traders should wait for the short-term correction/consolidation phase on VN30F2302. (Hourly chart)
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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