05
April
The VNIndex forms the new high, implying the confirmation of an uptrend as well as 1,250 pts level is expected to be the short-term resistance. Therefore, traders should increase their long position and focus on leading stocks such as Banking and Real Estate.
05
April
As mentioned above, the all-time high is broken validly as well as upward momentum is improved. In this case, investors should hold the current positions and buy more on the first pullback (when 1,200 pts level is retested).
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.
02
April
The VNIndex forms the new high, implying the confirmation of an uptrend. The index breaks out the upper line of the rectangle pattern, showing 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.
01
April
Despite the third recovery, the downside risk is still intact in the short term due to the rectangle pattern. If the VNIndex does not break out the 1,200-pts threshold, the index will retest the 1,150-pts threshold. Therefore, traders should be careful and wait for the confirmation signals.
31
March
Despite the second recovery, the downside risk is still intact in the short term due to the rectangle pattern. If the VNIndex does not break out the 1,200-pts threshold, the index will retest the 1,150-pts threshold. Therefore, traders should be careful and wait for the confirmation signals.
30
March
2021-early witnessed a hike in the U.S. government bond market among with upward pressure inflation, concerning investors about another taper tantrum similar to 2013 summer. However, we see different things compared to what occurred in the 2013 summer, indicating the chance of a sooner-than-expected tapering to be smaller.
30
March
Despite the recovery, the downside risk is still intact in the short term due to the rectangle pattern. If the VNIndex breaks down the 1,150-pts threshold, the rectangle pattern will be confirmed. In this case, the 1,100-pts zone is the target price in the short term. Therefore, traders should be careful and wait for the confirmation signals.
29
March
Last week, foreign supply continued to overwhelm, but selling pressure slowed down. Breaking down by sectors, selling activities mainly absorbed by Financials, Consumer Staples, and Materials whilst Real Estate and Industrials attracted the most foreign demand across the market. Vietnam has lost its role as a leader of SEA due to the negative flow of money. Of which, VFMVN30 ETF kept leading the outflow which recorded the strong divestment (USD11mn). However, the money outflow has been partially recovered by the positive flow of money across VFMVN Diamond (USD4mn).
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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