14
September
Despite the contraction, the short-term uptrend still is intact because the VNIndex closes above the short-term moving averages (such as MA20 and MA50). Hence, traders should hold long positions and focus on the leading sector.
14
September
The Jul sales volume slowed down comparing mom basis but went up on yoy. In detail, total Jul steel sales volume posted 82,665 tonnes, increased by 22.6% yoy but plunged 18.9% mom. Steel coat volume made up most of the July sale (91.3%) at 75,483 tonnes, +46.8% yoy but -15.6% mom. The exported steel coat volume (61,950 tonnes) performed splendidly +75.1% yoy even experienced a slight decrease of 2.4% mom in July.
13
September
The captured long positions on VN30F2109 at 1,427 pts should not be closed and out the positions when there is the closing price below 1,430 pts level (Hourly chart).
13
September
Foreign selling activity kept increasing. Selling pressure continued to on Real Estate and Consumer Staples whilst Financials attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on Fubon FTSE Vietnam ETF and VFMVN Diamond ETF.
13
September
Draft Insurance law adjustment was announced in February 2021 and open to receive comments from experts and insurance companies. It will be 5 years until adjusted insurance law going into effect. Draft law aims to improving existing shortcomings in the current Law and drive significantly the Vietnam insurance development. Insurers will invest more in internal processes, human resources as well as capital to be able to fully meet the requirements under the Law.
13
September
Based on the second gaining session, the uptrend still is intact in the short term. Hence, traders should hold long positions and focus on the leading sector.
12
September
The captured long positions on VN30F2109 at 1,427 pts should not be closed and out the positions when there is the closing price below 1,430 pts level (Hourly chart).
12
September
The long-term uptrend is active but breakout at 1,400 pts zone is needed in order to validate the upward resumption phase. In this case, investors should continue to hold the current positions on leading stocks and wait for more accurate signals. On the contrary, positions should be closed by half if the 1,300 pts area is pierced.
11
September
Based on data as of 10 Sep 2021, we expect that foreign ETFs will sell VRE, POW, and SSI the most with 8.8 million, 5.4 million and 5.0 million shares. On the buy-side, STB, KDH, and DIG will be bought heavily with 9.4 million, 4.5 million, and 3.2 million shares.
10
September
The captured long positions on VN30F2109 at 1,427 pts should not be closed and out the positions when there is the closing price below 1,430 pts level (Hourly chart).
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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