24
October
Market ended up to be net bought. Demand mainly spread to Consumer Staples, Financials and Materials, focusing on VNM, MSN, VCB, CTG, DPM and DCM. foreign selling activity was mainly absorbed by Materials and Real Estate focusing on HPG, VHM, NVL, DXG, KDH and VIC. With ETF flow, inflow remained at Vietnam. Net inflow was USD18mn. The positive flow of money was mainly driven by the strong demand on VanEck and Diamond.
24
October
Based on the sharp contraction, the market confirms the downtrend again in the short term. Therefore, traders should stay on the sideline and wait for the next signals.
24
October
The bearish momentum has shown no sign of weakness. Besides, there is high probability for the VNIndex to retest 950-1,000 pts zone. Therefore, investors should stay on the sidelines and take action only when the solid bottom is formed.
21
October
The market sentiment has become cautious, implying a downtrend in the short term. Therefore, traders should stay on the sideline and wait for the next signals.
20
October
The downtrend is still intact in the short term despite the recovery. Therefore, traders should stay on the sideline and wait for the next signals.
19
October
Despite the recovery, the downtrend is still intact in the short term. Therefore, traders should stay on the sideline and wait for the next signals.
18
October
HoSE announced new constituents of the VN DIAMOND Index last Monday. Accordingly, the VN DIAMOND Index will add NLG and remove TCM in the 4Q22 review. Besides, the VN30 Index and the VNFIN LEAD Index will adjust weight based on new data such as free float, share outstanding, and price… Based on data as of 17 Oct 2022, we expect local ETFs to buy TCB, MBB, and OCB the most with 12.3 million shares, 9.9 million shares, and 9.2 million shares, respectively. On the sell side, VPB will be sold heavily with 15.7 million shares.
18
October
The VNIndex shows the Evening Star Pattern, the reversed pattern of Japanese candlesticks. That confirms the downtrend in the short term. Therefore, traders should stay on the sideline and wait for the next signals.
17
October
Market ended up to be net bought. Demand mainly spread to Consumer Staples, Materials, and Financials, focusing on DGC, VNM, MSN, HPG, DPM, DCM, SSI, and CTG. Besides, Real Estate also turned around to be net bought thanks to large buy orders on NLG. With ETF flow, inflow remained at Vietnam. Net inflow was USD12mn. The positive flow of money was mainly driven by the strong demand on VanEck and Fubon.
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.
Tiếng Việt
普通话
