12
December
Market ended up to be net bought. Real Estate, Financials, and Materials whilst Utilities was divested the most. With ETF flow, net inflow was USD56mn. The positive flow of money was mainly driven by the strong demand on VFMVN Diamond, VanEck, and Fubon.
05
December
Foreign demand maintained strongly during the whole week with net buy value was USD395mn (+418% wow), mainly absorbed by Real Estate, Financials and Materials, focusing on VHM, VIC, HPG and STB. Inflow surged in Vietnam. Net inflow was USD96mn, reached the highest point in 10 consecutively gaining weeks. mainly driven by the strong demand on Fubon at USD49.3mn. we expect that the flow of money across Vietnam may slow down but still remain at high level in upcoming weeks.
28
November
Market ended up to be net bought. Financials, Materials, and Consumer Staples, focusing on BID, CTG, SSI, HPG, VNM, and MSN. With ETF flow, inflow remained at Vietnam. Net inflow was USD23mn. The positive flow of money was mainly driven by the strong demand on VFMVN Diamond.
21
November
Foreign demand kept increasing, mainly absorbed by Financials, Real Estate, and Materials, focusing on KDH, VIC, VHM, STB, SSI, and HPG . With ETF flow, inflow remained at high level across Vietnam although it dropped 43% wow, recorded at USD43mn. The positive flow of money was mainly driven by the strong demand on Vaneck and Diamond. Although Vietnam has attracted the positive flow of money for 8 consecutive weeks, we expect that the flow of money across Vietnam would slow down but remain positive in the upcoming weeks.
14
November
Market ended up to be net bought. Real Estate, Financials, and Consumer Staples, focusing on KDH, VHM, SSI, VND, BID, DGC, and VNM. With ETF flow, inflow remained at Vietnam. Net inflow was USD76mn. The positive flow of money was mainly driven by the strong demand on Fubon.
07
November
Foreign selling pressure cooled. Net sell value was USD22mn. Selling activity was mainly absorbed by Materials, Financials, and Real Estate, focusing on HPG, KBC, VIC, and HDB whilst demand concentrated the most on FUESSVFL and such sectors as Consumer Staples and Real Estate, mainly driven by large buy orders on VNM, DGC, VHM and KDH. With ETF flow, inflow surged at Vietnam. Net inflow was USD32mn. The positive flow of money was mainly driven by the strong demand on Finlead, Diamond and Fubon.
01
November
Selling pressure surged. Net sell value was USD155mn. selling activity was mainly absorbed by Financials, Real Estate, and Materials, focusing on EIB, VND, STB, KBC, VHM, VIC, and HPG whilst demand kept flowing to Consumer Staples and Industrials, mainly driven by large buy orders on MSN, VNM, GMD, HDG, and IDC. With ETF flow, inflow remained at Vietnam. Net inflow was USD17mn. The positive flow of money was mainly driven by the strong demand on VanEck and Fubon.
24
October
Market ended up to be net bought. Demand mainly spread to Consumer Staples, Financials and Materials, focusing on VNM, MSN, VCB, CTG, DPM and DCM. foreign selling activity was mainly absorbed by Materials and Real Estate focusing on HPG, VHM, NVL, DXG, KDH and VIC. With ETF flow, inflow remained at Vietnam. Net inflow was USD18mn. The positive flow of money was mainly driven by the strong demand on VanEck and Diamond.
17
October
Market ended up to be net bought. Demand mainly spread to Consumer Staples, Materials, and Financials, focusing on DGC, VNM, MSN, HPG, DPM, DCM, SSI, and CTG. Besides, Real Estate also turned around to be net bought thanks to large buy orders on NLG. With ETF flow, inflow remained at Vietnam. Net inflow was USD12mn. The positive flow of money was mainly driven by the strong demand on VanEck and Fubon.
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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