12
April
The VNIndex confirms the small new rectangle pattern, which is a continuation pattern. That implies the next target price will be 1,350 pts. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
12
April
Last week, massive foreign demand entered the market. Breaking down by sectors, selling activities mainly absorbed by Financials, Energy, and Utilities whilst Real Estate and Materials attracted the most foreign demand across the market. Money inflow across Vietnam slightly dropped (down 30% WoW) due to the drop in inflow across VFMVN30 ETF (down 87% WoW) and X FTSE Vietnam (down 50% WoW) whilst VFMVN Diamond kept attracting the high level of money inflow.
09
April
In the short term, the index forms a small new rectangle pattern, which is a continuation pattern. If the pattern is confirmed, the next target price will be 1,350 pts. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
09
April
The bullish market is dominant in the short term. If the VNIndex closes above the 1,250-pts threshold, the continuation pattern will form.
08
April
Despite the contraction, the target price of VNIndex is 1,250 points thanks to the rectangle pattern. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
08
April
Based on the rectangle pattern, the target price of VNIndex is 1,250 points. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
07
April
In the short term, the VNIndex will advance to 1,250 points, the target price of the Rectangle pattern. Therefore, traders should increase their long position and focus on leading stocks such as Banking and Real Estate.
05
April
The long-term uptrend is confirmed as the breakout of the rectangle pattern. That implies the short-term target price of 1,250 pts. Therefore, traders should increase their long position and focus on leading stocks such as Banking and Real Estate.
05
April
Last week, massive foreign demand entered the market. Breaking down by sectors, selling activities mainly absorbed by Financials and Consumer Staples whilst Real Estate, Industrials and Utilities attracted the most foreign demand across the market. Money inflow across Vietnam reached the 2-month high (USD17m) thanks to the positive flow of money across VFMVN30 ETF, VFMVN Diamond, and X FTSE Vietnam.
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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