16
March
Based on data as of 15 Mar 2022, we expect that foreign ETFs will sell VRE, MSN, and HPG the most with 4.2 million, 3.6 million and 3.4 million shares. On the buy-side, VND, STB, and VIC will be bought heavily with 10.0 million shares, 9.5 million shares, and 5.2 million shares.
04
March
We expect foreign ETFs to sell VHM and VRE the most with 9.1 million shares and 7.1 million shares. On the buy-side, STB and VCB will be bought heavily with 21.4 million shares, 11.8 million shares.
19
January
We expect local ETFs to buy PNJ, REE, and TCB the most, with 3.6 million shares, 1.8 million shares, and 1.7 million shares, respectively. On the sell side, ACB, MBB, and NLG will be sold heavily with more than 2 million shares.
07
January
We expect local ETFs to buy HPG, VPB, VND, and TCB the most, with 1.9 million shares, 1.7 million shares, 1.3 million shares, and 1.0 million, respectively. On the sell side, ACB, STB, and VHM will be sold heavily with more than 1 million shares.
13
December
We expect that foreign ETFs will sell VRE, HPG, and STB the most with 7.5 million shares, 6.5 million shares and 4.0 million shares. On the buy-side, ITA, DIG, IDC, and VND will be bought heavily with 11.9 million shares, 6.5 million shares, 3.9 million shares, and 3.8 million shares.
29
November
Based on data of 26 Nov, we expect that FTSE Vietnam ETF will add VND, DGC, DIG, and NLG and not exclude any ticker in the 4Q21. Besides, MVIS Vietnam Index will not add and remove Vietnam stock in this quarterly review.
20
October
Based on data as of 19 Oct 2021, we expect local ETFs to buy MSB, KDH, MBB, and ACB the most, with more than 5 million shares for each stock. On the sell side, LPB, NLG, and GMD will be sold heavily with 10.9 million shares, 9.8 million shares, and 8.6 million shares, respectively.
04
October
In this quarterly review, 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 and remove LPB. We expect local ETFs to buy OCB, CTG, GMD, and MSB the most with 8.4 million shares, 3.8 million shares, 3.3 million shares, and 2.9 million, respectively. On the sell side, LPB will be sold heavily with 11.2 million shares.
11
September
Based on data as of 10 Sep 2021, we expect that foreign ETFs will sell VRE, POW, and SSI the most with 8.8 million, 5.4 million and 5.0 million shares. On the buy-side, STB, KDH, and DIG will be bought heavily with 9.4 million, 4.5 million, and 3.2 million shares.
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.
Tiếng Việt
普通话
