04
March
Despite the strong recovery, the downside risk is intact as the selling pressure can appear at the 1,510-pts threshold. Therefore, traders should be careful and stay on the sidelines until the VNIndex closes above the 1,510-pts zone.
04
March
We expect foreign ETFs to sell VHM and VRE the most with 9.1 million shares and 7.1 million shares. On the buy-side, STB and VCB will be bought heavily with 21.4 million shares, 11.8 million shares.
03
March
The VNIndex decreases when it retests the 1,500-pts threshold. That means the downside risk is still intact in the short term. Therefore, traders should be careful and stay on the sidelines until the VNIndex closes above the 1,510-pts zone.
03
March
Long position on VN30F2203 need to be closed after ATO session. Traders should stay on the sidelines in order to wait for the better entry point for short position.
02
March
The covered warrant market was finished with only 24 tickers closed in green and 61 tickers closed in red. Trading volume also increased, recorded 184mn shares, approximately VND194bn, increased by 10% WoW. With trading value by an underlying asset, covered warrants which have MBB as the underlying asset attracted the most trading activity with the highest trading value, followed by FPT and HDB.
02
March
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level (Hourly chart).
02
March
In the short term, the VNIndex retests the 1,500-pts threshold with low liquidity. That means the downside risk is still intact. Therefore, traders should be careful and stay on the sidelines until the VNIndex closes above the 1,510-pts zone.
01
March
Vietnam's economy continues to be on a growth track during the reopening progress with trade and manufacturing sectors remaining the main growth drivers. What worries us for now is the uneven economic recovery as domestic consumption is in weakness after months since the reopening, which is less than our expectation.
01
March
Long position on VN30F2203 should be held and stop the loss when there is the closing price below 1,500 pts level (Hourly chart).
01
March
In the short term, the market sentiment has become cautious as the VNIndex still closed below the 1,500-pts threshold. That means the downside risk. Therefore, traders should be careful and stay on the sidelines until the next bullish signals.
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
