14
September
Long VN30F2209 if there is the breakout at 1,300 pts zone, stop the loss if there is the closing price below 1,280 pts level. Short VN30F2209 if there is the breakdown at 1,250 pts zone, stop the loss if there is the closing price above 1,280 pts level. (Hourly chart)
13
September
Last week, trading activity came back to normal level. With foreign trading activity, foreign trading activity ticked up. However, selling pressure overwhelmed market demand. Net sell value was VND4.7bn, a 5-month high. By underlying asset, covered warrants which have STB, FPT, and HPG as the underlying asset kept absorbing the highest trading value from both domestic and foreigners. Notably, foreign investors placed large sell order on STB’s CW, driving by the strong divestment on CSTB2211 (-22.0%) and CSTB2215 (-14.6%).
13
September
Long VN30F2209 if there is the breakout at 1,300 pts zone, stop the loss if there is the closing price below 1,280 pts level. (Hourly chart)
12
September
Long VN30F2209 if there is the breakout at 1,300 pts zone, stop the loss if there is the closing price below 1,280 pts level. (Hourly chart)
09
September
Although there is the sharp decline, VN30F2209 keeps respecting the range bound as well as the demand zone is approached. If the range is held, trading point would be invalid. In this case, traders should stay on the sidelines and wait for accurate trading point.
08
September
Although there is the sharp decline, VN30F2209 keeps respecting the range bound. If the range is held, trading point would be invalid. In this case, traders should stay on the sidelines and wait for accurate trading point.
07
September
VN30F2209 keeps respecting the range bound. If the range is held, trading point would be invalid. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
06
September
Last week, trading activity dropped across the covered warrant market due to the holiday. Similar to domestic trading activity, foreign trading activity also dropped. However, selling pressure and market demand has started to enter the balance phase. By underlying asset, covered warrants which have STB and HPG as the underlying asset kept absorbing the highest trading value from both domestic and foreigners.
06
September
VN30F2209 keeps respecting the range bound. If the range is held, trading point would be invalid. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
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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