Tiếng Việt
普通话
26
May
Market commentary: New higher high
The downside risk is still low due to the optimistic market sentiment. Besides, short-term uptrend has been confirmed. Therefore, traders can hold long positions and focus on leading stocks.
Research Center
25
May
Fundflow 18-22 May: Money inflow reaches one-year high
Last week, foreign selling activities increased slightly, recorded a net sell value of USD7mn. However, Vietnam was the main contributor for the dramatic inflow across SEA with the net inflow recorded at USD17mn, reaching a one-year high. Of which, VFMVN Diamond - the new listed ETF was the main driver, attracting USD14mn last week, followed by SSIAM VNFIN Lead ETF, Premia MSCI Vietnam and VFMVN30 ETF.
25
May
Market commentary: Industrial park stocks jump
The market sentiment has become optimistic as the rebound of the VNIndex. That confirmed the short-term uptrend. Therefore, traders can hold long positions and focus on leading stocks.
22
May
Chart of the day: Buy on throwback
In this scenario, the tightening phase or correction period this week will provide the opportunities for investors to earn price advantages or re-enter the market. Therefore, investors can hold their long positions and focus on leading stocks.
22
May
Market commentary: “Big contraction”
Despite the sharp decline, the short-term uptrend of the VNIndex is still intact as the index closed the significant threshold, 800 pts. Therefore, traders can hold long positions and focus on leading stocks.
21
May
Market commentary: Impact of futures contract expiring
In the short term, the VNIndex has confirmed the uptrend as the market sentiment has become optimistic. Therefore, traders can hold long positions and focus on leading stocks.
20
May
Market commentary: VHM leads market gains
The VNIndex has confirmed the short-term uptrend as the market sentiment has become optimistic. The significant resistance is 900 pts. Therefore, traders can increase long positions and focus on leading stocks.
19
May
Market commentary: Cash flows into large-cap stocks
The short-term uptrend is still intact as the market sentiment has become optimistic. The short-term downside risk has reduced. Therefore, traders can increase long positions and focus on leading stocks.
18
May
Market commentary: HPG limits up
The market sentiment has become optimistic as the sharp rebound of the VNIndex. The short-term downside risk has reduced. Therefore, traders can increase long positions and focus on leading stocks.
Featured Articles
15
March
Point Break
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
Outlook 2022 – The Big Uptrend
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
Time to bet on economic recovery?
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
Fragile hope of recovery path under the worst outbreak
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
INFLATION: A transient or long-lasting shock?
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.