07
January
Based on the recovery, the bullish market is still intact in the short term. In addition, the VNIndex breaks out the 1,500-pts resistance. Therefore, traders should open their long position and focus on leading stocks.
07
January
We expect local ETFs to buy HPG, VPB, VND, and TCB the most, with 1.9 million shares, 1.7 million shares, 1.3 million shares, and 1.0 million, respectively. On the sell side, ACB, STB, and VHM will be sold heavily with more than 1 million shares.
06
January
Despite the contraction, the bullish market is still intact in the short term as the VNIndex breaks out the 1,500-pts resistance. Therefore, traders should open their long position and focus on leading stocks.
05
January
The VNIndex breaks out the 1,500-pts resistance, implying the bullish market in the short term. Therefore, traders should open their long position and focus on leading stocks.
04
January
Foreign demand overwhelmed. Buying activity focused on Financials and Industrials whilst Consumer Staples and Materials experienced the selling pressure. With ETF flow, Vietnam recorded the inflow. Net inflow was USD2mn, mainly contributed by the demand on VNFIN Lead ETF and VFMVN30 ETF.
04
January
The VNIndex has retested the 1,500-pts resistance, so this week's downside risk is intact. Therefore, traders should stay on the sideline and wait for a signal. If they want to trade for the short-term position, they should wait for a breakout for 1,500-pts before opening their long positions.
03
January
Although the all-time high is held, breakout has high probability to occur. In this case, investors should continue to hold the current positions on leading stocks and increase the position size when breakout is confirmed.
31
December
The short-term downsides risk is still intact as the VNIndex has retested the 1,500-pts resistance. Therefore, traders should stay on the sideline and wait for a signal. If they want to trade for the short-term position, they should wait for a breakout for 1,500-pts before opening their long positions.
30
December
The downsides risk is still intact in the short term as the VNIndex has approached the 1,500-pts resistance. Therefore, traders should stay on the sideline and wait for a signal. If they want to trade for the short-term position, they should wait for a breakout for 1,500-pts before opening their long positions.
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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