11
January
Last week, selling activities slowed down. Breaking down by sectors, selling activities mainly absorbed by Materials, Financials, and Industrials whilst Real Estate and Utilities continued to attract the most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF and VanEck Vietnam ETF which attracted the total of USD13mn last week.
11
January
The bullish market is intact in the short term as the VNIndex records a sixth consecutive gaining session. Therefore, traders should hold their long position and focus on leading stocks.
08
January
As mentioned above, there is the fresh long-term bull but it will be paused at 1,200 pts area. Thus, investors should hold the current positions and increase the proportion on leading stocks at the buy zone (1,040-1,080 pts) when the collapse occurs.
08
January
After the fifth consecutive gaining session, the VNIndex confirms the short-term uptrend. Therefore, traders should hold their long position and focus on leading stocks.
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.
06
January
After the fourth consecutive gaining session, the market sentiment is still optimistic in the short term. That confirms the bullish market. Therefore, traders should hold their long position and focus on leading stocks.
05
January
The market sentiment has become optimistic in the short term as the VNIndex closes above 1,100-pt threshold. That confirms the bullish market. Therefore, traders should hold their long position and focus on leading stocks.
05
January
The market sentiment has become optimistic in the short term, showing the bullish market. Therefore, traders should hold their long position and focus on leading stocks.
04
January
Last week, selling activities ticked up. Breaking down by sectors, selling activities mainly absorbed by Consumer Staples, Materials, and Financials whilst Real Estate and Utilities attracted the most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF and X FTSE Vietnam which attracted the total of USD7.4mn last week.
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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