13
October
In this quarterly review, the VN DIAMOND Index is expected to add NLG and remove TCM. Based on data as of 12 Oct 2022, we expect local ETFs to buy VPB the most with a value of 22.6 million shares. On the sell side, ACB will be sold heavily with 9.4 million shares.
13
September
Based on data as of 12 Sep 2022, we expect that foreign ETFs will sell HPG and STB the most with 16 million shares and 13 million shares. On the buy-side, VND, VNM, and NVL will be bought heavily with 8.2 million shares, 4.9 million shares, and 4.4 million shares.
08
September
The VNIndex shows the breakdown because the index closes below the 1,250-pts threshold with high volume. That means a bearish signal, implying a short-term downtrend. Therefore, traders should reduce long positions and wait for next signals.
08
September
The FTSE Vietnam Index will remove KDH and SBT and not add any ticker in the 3Q22. Based on data as of 07 Sep 2022, we expect that FTSE Vietnam ETF will sell HPG, VRE, and STB the most with 7.3 million shares, 6.2 million shares and 4.1 million shares. On the buy-side, VND, VNM, and NVL will be bought heavily with 6.6 million shares, 3.9 million shares, and 3.7 million shares. The new weights will be effective on 16 Sep 2022.
19
July
HoSE announced new constituents of the VN30Index and VNFIN LEAD Index last Monday. Accordingly, the VN30Index will add VIB and remove PNJ in the 2H22 review. Besides, the VNFIN LEAD Index will include HCM and SHB and not remove any tickers.
13
July
In this quarterly review, the VN30Index is expected to add VIB and remove PNJ. We expect the E1VFVN30 ETF to buy VIB, MBB, and VPB the most with 6.6 million shares, 3.4 million shares, and 2.9 million shares, respectively. On the sell side, SSI and MWG will be sold heavily with 3.8 million shares and 2.7 million shares.
14
June
In the 2Q22 review, FTSE Vietnam Index will exclude APH and not add any ticker. Meanwhile, VanEck Vectors Vietnam ETF will add two Vietnam tickers, namely SHB and VCG, besides, it excludes ORS. Based on data as of 13 June 2022, we expect that foreign ETFs will sell VRE and STB the most with 5.7 million shares and 3.7 million shares. On the buy-side, SHB and VND will be bought heavily with 6.0 million shares and 5.2 million shares.
01
June
We expect foreign ETFs to sell VRE the most with 9.2 million shares. On the buy-side, SHB and VND will be bought heavily with 8.1 million shares and 5.9 million shares.
14
April
The VN30Index and VNFIN LEAD Index rebalances their weight according to the new free-float rate, share outstanding, price... While VN DIAMOND Index is expected to add OCB, HCM, and DHC and remove CTD, KDH, and NLG.
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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