05
September
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed due to the existing range bound. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
31
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed due to the existing range bound. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
30
August
Last week, trading activity kept decreasing across the covered warrant market. With foreign trading activity, selling pressure overwhelmed market demand. By underlying asset, covered warrants which have STB as the underlying asset absorbed the highest trading value from both domestic and foreigners, driving by solid trading activity on CSTB2212 and CSTB2215.
30
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
29
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed. In this case, traders should stay on the sidelines and wait for accurate trading point which would occur after the consolidation phase.
26
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed. In this case, traders should stay on the sidelines and wait for accurate trading point.
25
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed. In this case, traders should stay on the sidelines and wait for accurate trading point.
24
August
Although VN30F2209 has attracted buying activity near the demand zone, buy point is still not confirmed. In this case, traders should stay on the sidelines and wait for accurate trading point.
23
August
Last week, trading activity slowed down across the covered warrant market but trading value ticked up. Particularly. trading value was recorded at VND105bn, up 25% WoW. With foreign trading activity, selling pressure has started to slow down and the market ended up to be net bought. Notably, trading interest from foreigners has shifted to CWs of Real Estate sector, mainly driven by CKDH2209 (-1.4%) and CPDR2204 (26.7%) whilst domestic trading activity kept focusing on CW which have HPG and STB as the underlying asset.
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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