31
August
Based on data of 31 Aug, we expect that FTSE Vietnam ETF will add VCI and not exclude any ticker in the 4Q21. Besides, VanEck Vectors Vietnam ETF will not remove Vietnam stock but add KDC and DGC in this quarterly review.
26
July
We expect that local ETFs will buy the most ACB with 27.6 million shares. On the sell side, CTG and MBB will be sold heavily with 11.5 and 9.6 million shares.
28
June
In this quarterly review, the VN DIAMOND Index rebalances its weight according to the new free-float rate. While VN30Index is expected to add SAB, GVR, and ACB and remove REE, SBT, and TCH.
17
June
We expect that foreign ETFs will sell HPG, VRE, and SBT the most with 11.4 million, 8.2 million and 7.1 million shares. On the buy-side, STB, POW, and HSG will be bought heavily with 22.8 million, 9.6 million, and 5.3 million shares.
27
May
Based on data of 26 May, we expect that FTSE Vietnam ETF will add HSG in the 3Q21, while it will exclude DXG in this quarterly review. Besides, VanEck Vectors Vietnam ETF will not remove ticker but add HSG and PDR in this quarterly review.
22
April
Hochiminh Stock Exchange (HSX) announces that VN DIAMOND Index removes KDH because the stock does not reach FOL criteria at less than 90%. On the other side, the index adds ACB, MSB, EIB, VIB, LPB, and TCM. The new list will be effective on 04 May 2021.
02
April
VFMVN DIAMOND ETF is expected to buy 18.7 million ACB shares, 10.3 million MSB shares, 10.0 million EIB shares, and 7.4 million VIB shares. On the sell side, MBB and CTG are expected to sell heavily with net million shares of 18.0 and 10.9.
18
March
In the 2Q21 review, FTSE Vietnam Index will add PDR and DXG and not remove a ticker, while VanEck Vectors Vietnam ETF (VNM ETF) will add KBC and not exclude Vietnam stocks in this quarterly review.
02
March
Based on data of 26 Feb, we expect that FTSE Vietnam ETF will add PDR and HSG in the 2Q21, while it will not exclude Vietnam stocks in this quarterly review. Besides, VanEck Vectors Vietnam ETF will not remove ticker but add SHB in this quarterly review.
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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