22
September
Despite the contraction, the uptrend is still intact in the short term thanks to the breakout. Resistance is around the 930-pts threshold. Therefore, investors should increase their long position and focus on leading tickers.
21
September
Based on the second gaining session, the VNIndex confirms the short-term uptrend. Therefore, investors should increase their long position and focus on leading tickers
21
September
Last week, selling activities ticked up. Breaking down by sectors, Real Estate, Consumer Staples, and Industrials were sold the most whilst Energy and Consumer Discretionary attracted the most foreign demand across the market. Regarding to ETF flow, Vietnam kept experiencing the outflow (USD1mn) due to the negative flow of money across SSIAM VNFIN Lead.
18
September
The VNIndex closes above the 900-pts threshold. However, the signal has not high confidence, so we need the second confirmation session. Until then, traders should be careful and stay on the sidelines.
18
September
As mentioned above, the short-term uptrend has not yet form. Therefore, traders should wait for the second confirmation session. Until then, traders should be careful and stay on the sidelines.
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.
17
September
The 900-pts threshold is a significant resistance in the short term. The high selling pressure appears when VNIndex reaches this threshold. Until VNIndex confirms its trend, traders should be careful and wait for the next signal.
16
September
The market sentiment has become cautious in the short term; therefore, investors need the confirmation signal, breakout of the 900-pts threshold to increase long position. Until then, traders should be careful and wait for the next signal to define the trend.
15
September
In the short term, the 900-pts threshold is a significant resistance. The VNIndex needs to break out this resistance to confirm the uptrend. Therefore, investors should be careful and wait for the next signal to define the trend.
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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