26
January
Based on data as of 26 Jan 2020, we expect that Local Vietnam ETFs, such as E1VFVN30 ETF, SSIAM VNFIN LEAD ETF, and VFMVN DIAMOND ETF, will sell TCB, CTG, and EIB the most with 7.2 million, 4.2 million, and 3.3 million shares. On the buy side, TPB, MBB, and STB will be bought heavily with 6.8 million, 3.0 million, and 2.0 million shares.
08
January
In this quarterly review, the VN DIAMOND Index rebalances its weight according to the new free-float rate. While VN30Index is expected to add PDR, BVH, and TPB and remove ROS, SAB, and EIB. Besides, we forecast that VNFIN LEAD Index will add TPB, VCI, and BVH.
03
December
Based on data of 30 Nov, we expect that FTSE Vietnam ETF and VanEck Vectors Vietnam ETF will not add or exclude Vietnam stocks in this quarterly review. POW, GEX, and TCH will be bought the most. Besides, HPG and VRE are expected to sell heavily.
14
October
Based on data as of 30 Sep 2020, VN DIAMOND Index is expected to remove DXG and KDH. As a result, VFMVN DIAMOND ETF is expected to sell 6.7 million shares of DXG and 5.1 million shares of KDH.
25
September
In this quarterly review, VN30Index and VNFIN LEAD Index rebalances its weight according to the new free float rate. While VN DIAMOND Index is expected to remove DXG.
17
September
Prices of POW, VCB, SBT and GEX are expected to increase with the most buying by ETFs. In the other sides, VRE, NVL, STB and PLX will face high selling pressure.
24
August
FTSE Vietnam ETF will add GEX and no excluded in this quarterly review. Besides, VanEck Vectors Vietnam will not be added or excluded Vietnam stocks.
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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