Tiếng Việt
普通话
11
November
Market commentary: A crash?
Based on the sharpy contraction, the downtrend is dominant in the short term. Therefore, traders should stay on the sideline and wait for the next signals.
Research Center
10
November
Market commentary: Retest 1,000-pts threshold
Despite the recovery, the downtrend is dominant in the short term as the VNIndex forms a new bottom. Therefore, traders should stay on the sideline and wait for the next signals.
09
November
Market commentary: Intraday rebound
Despite the recovery, the short-term downtrend is dominant as the VNIndex forms a new bottom. Therefore, traders should stay on the sideline and wait for the next signals.
08
November
Market commentary: Retest last bottom
The short-term downtrend is dominant as the VNIndex retests last bottom. Therefore, traders should stay on the sideline and wait for the next signals.
07
November
Fundflow 31 Oct-04 Nov: Inflow surged
Foreign selling pressure cooled. Net sell value was USD22mn. Selling activity was mainly absorbed by Materials, Financials, and Real Estate, focusing on HPG, KBC, VIC, and HDB whilst demand concentrated the most on FUESSVFL and such sectors as Consumer Staples and Real Estate, mainly driven by large buy orders on VNM, DGC, VHM and KDH. With ETF flow, inflow surged at Vietnam. Net inflow was USD32mn. The positive flow of money was mainly driven by the strong demand on Finlead, Diamond and Fubon.
07
November
Market commentary: Close below 1,000-pts threshold
The short-term downtrend is dominant as the VNIndex closes below the 1,000-pts threshold. Therefore, traders should stay on the sideline and wait for the next signals.
07
November
Chart of the day: Bearish momentum still exists
The bearish momentum has shown no sign of weakness. Besides, there is no signal for the increase of demand near 950-1,000 pts zone. Therefore, investors should stay on the sidelines and take action only when the solid bottom is formed.
04
November
Market commentary: Resume downtrend
The short-term uptrend is still intact as the VNIndex closes above the 1,000-pts threshold. However, the bullish signal is not enough to confirm the medium-term uptrend. Therefore, traders should stay on the sideline and wait for the next signals.
03
November
Market commentary: Selling pressure on Banking stocks
The uptrend is still intact as the VNIndex closes above the 1,000-pts threshold. However, the bullish signal is not enough to confirm the medium-term uptrend. Therefore, traders should stay on the sideline and wait for the next signals.
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.