Tiếng Việt
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13
December
Daily derivatives: The range is still held
Long VN30F2112 after ATO session and stop the loss when there is the closing price below 1,500 pts level (Hourly chart).
Research Center
13
December
ETF Review: Foreign ETFs buy ITA, DIG, and IDC the most
We expect that foreign ETFs will sell VRE, HPG, and STB the most with 7.5 million shares, 6.5 million shares and 4.0 million shares. On the buy-side, ITA, DIG, IDC, and VND will be bought heavily with 11.9 million shares, 6.5 million shares, 3.9 million shares, and 3.8 million shares.
13
December
Fundflow 06 – 10 Dec: Outflow is faded
Foreign demand surged. Buying activity focused on Real Estate, Financials, and Consumer Staples whilst Indutrials and Materials experienced the divestment. With ETF flow, the strong divestment across Vietnam has started to be faded, mainly driven by the increasing demand on VFMVN30 ETF and Fubon FTSE Vietnam.
13
December
Daily derivatives: Unclear movement
Traders should stay on the sidelines and wait for the valid trading signals due to the increase of market noise.
13
December
Market commentary: The cautious
The VNIndex closes still above the 10-period moving average, showing the uptrend in the short term. However, traders should be careful with the signal because of the low trading value and the high volatility of market sentiment. They should wait for more confirmation signals before opening long positions.
13
December
Chart of the day: Need more bullish signals
Traders should wait for more confirmation signals, bullish signals. Until their appearance, they should stay on the sidelines. For long-term positions, the contraction is the opportunity to accumulate stocks for long-term positions at significant supports such as the 1,400-pts threshold.
10
December
Daily derivatives: The short-term target for the rebound phase is reached
The short-term correction is faded. However, intraday pullback is needed to validate the upward swing. Traders should stay on the sidelines and wait for the valid entry point.
10
December
Market commentary: Short-term uptrend?
The VNIndex closes above the 10-period moving average, showing the uptrend in the short term. However, because of the high volatility of market sentiment, traders should be careful with the signal. They should wait for more confirmation signals before opening long positions.
09
December
Market commentary: Second bullish session
Despite the second bullish session, the downside risk is still high because of the high volatility of market sentiment. Therefore, traders should be careful and stay on the sidelines.
09
December
Daily derivatives: Wait for the valid entry point
The short-term correction is still active. Traders should stay on the sidelines and wait for the valid entry point.
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.