17
October
The HoSE announced the new constituents of the VN DIAMOND Index last Monday. As per the announcement, the index will remove DHC while adding HDB in the 4Q23 review. Furthermore, the VN30Index and the VNFIN LEAD Index will rebalance its weight based on the new free-float rate, share outstanding, and price… The new weight will be effective on 06 Nov 2023.
12
October
In this quarterly review, the VN DIAMOND Index is expected to remove DHC and add HDB. The results will be announced on 16 Oct 2023, the new weight will be effective on 06 Nov 2023.
11
September
The FTSE Rusell announced that the FTSE Vietnam Index will add VIX, but not remove any tickers in this review. Moreover, the MarketVector Vietnam Local Index will not add or exclude any tickers.
07
September
The FTSE Rusell announced that the FTSE Vietnam Index will add VIX, but not remove any tickers in this review. Accordingly, we expect that FTSE Vietnam ETF will sell HPG and VRE the most with 16.9 million shares and 6.4 million shares, based on data as of 6 Sep 2023. On the buy-side, VIX, VND, and VNM will be bought heavily with 12.6 million shares, 9.2 million shares, and 5.7 million shares. The new weights will be effective on 17 Sep 2023.
18
July
The HoSE announced the new constituents of the VN30Index and the VNFIN LEAD Index last Monday. As per the announcement, the VN30Index will remove NVL and PDR while adding SHB and SSB in the 3Q23 review. Additionally, the VNFIN LEAD Index will remove BVH but will not exclude any tickers in this review.
13
July
In this quarterly review, the VN30Index is expected to add SSB and SHB, while remove NVL and PDR. We expect the local ETFs, which use the VN30Index as a benchmark index, to buy SHB and SSB the most with 18.6 million shares and 13.9 million shares. On the sell side, NVL and VPB will be sold heavily with 9.0 million shares and 3.5 million shares.
13
June
We expect foreign ETFs to sell HPG and NVL the most with net values of 11.3 million shares and 10.9 million shares. On the buy-side, EIB will be expected to buy heavily with 10.3 million shares. The new weights will be effective on 19 May 2023.
31
May
We expect that MVIS Vietnam Index will add EIB, while not excluding any tickers in the 2Q23. Besides, FTSE Vietnam ETF will not add and remove any tickers in this quarterly review.
18
April
HoSE announced new constituents of the VN DIAMOND Index last Monday. Accordingly, the VN DIAMOND Index will remove EIB, but not add any ticker in the 2Q23 review. Based on data as of 17 Apr 2023, we expect local ETFs to sell heavily with 16.9 million shares and 16.5 million shares respectively. The new weight will be effective on 04 May 2023.
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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