12
September
Market ended up to be net sold. Supply mainly spread to Financials, Real Estate, and Industrials whilst demand was mainly absorbed by Energy and Consumer Staples. With ETF flow, Vietnam was divested. However, the divestment was not significant and the outflow was mainly driven by the selling pressure on VFMVN30 and VFMVN Diamond.
12
September
Despite the recovery, the VNIndex still closes below the 1,250-pts threshold. That means the index shows the bearish signals. Therefore, traders should reduce long positions and wait for next signals.
12
September
The 1,250 pts area is retested with the increase of demand. In this case, investors could increase the current position on leading stocks. However, margin level should be kept at low level due to the existence medium-term downtrend.
09
September
Based on the second losing session, the downtrend may confirm in the short term. Therefore, traders should reduce long positions and wait for next signals.
08
September
The VNIndex shows the breakdown because the index closes below the 1,250-pts threshold with high volume. That means a bearish signal, implying a short-term downtrend. Therefore, traders should reduce long positions and wait for next signals.
08
September
The FTSE Vietnam Index will remove KDH and SBT and not add any ticker in the 3Q22. Based on data as of 07 Sep 2022, we expect that FTSE Vietnam ETF will sell HPG, VRE, and STB the most with 7.3 million shares, 6.2 million shares and 4.1 million shares. On the buy-side, VND, VNM, and NVL will be bought heavily with 6.6 million shares, 3.9 million shares, and 3.7 million shares. The new weights will be effective on 16 Sep 2022.
07
September
The uptrend is still intact in the short term as the VNIndex closes above the significant moving averages. Therefore, traders may hold long positions focusing on the leading sectors.
06
September
Market ended up to be net sold. Supply mainly spread to Industrials, Real Estate, and Materials whilst demand was mainly absorbed by Energy and Financials. With ETF flow, Vietnam was divested. However, the divestment was not significant and the outflow was mainly driven by the selling pressure on VanEck and VFMVN Diamond.
06
September
Despite the contraction, the uptrend is still intact in the short term. Therefore, traders may hold long positions focusing on the leading sectors.
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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