01
July
All recommended long positions on VN30F2107 should be held and stop the loss only when there is the closing price below 1,480 pts level (Hourly time frame). For new buy point, buy VN30F2107 at 1,510 pts area and stop the loss when there is the closing price below 1,480 pts level (Hourly time frame).
30
June
Despite the contraction, the short- and long-term uptrend is confirmed as the VNIndex closes above the 1,400-pts threshold. Therefore, traders can hold long positions and focus on leading stocks.
30
June
Economic growth in the second quarter, thanks to a low-base effect from last year, is considered a key driver for an ambitious growth target in 2021. However, a scenario of a 2Q21’s high-growth performance has been cast aside with the COVID-19 resurgence. The services area is getting the hardest hit this time with strictly social-distancing measures, while the industrial sector faces short-term disruptions in some key industries. Besides, an external driver like export is also slowing down in 2Q21. Looking ahead, a rough start for the rest of 2021 is just beginning.
30
June
In the short term, the uptrend is confirmed as the VNIndex closes above the 1,400-pts threshold. Therefore, traders can hold long positions and focus on leading stocks.
30
June
All recommended long positions on VN30F2107 should be held and stop the loss only when there is the closing price below 1,480 pts level (Hourly time frame). For new buy point, traders should wait for the pullback to avoid chasing the momentum.
29
June
Last week, foreign selling pressure came back. Breaking down by sectors, selling activity mainly focused on Financials, Materials and Industrials whilst Real Estate and Utilities attracted the most foreign demand. With ETF flow across Vietnam, net inflow was USD7mn, highest figure since May 21, thanks to the strong demand on VFMVN Diamond (USD6.4mn).
28
June
All recommended long positions on VN30F2107 should be held and stop the loss only when there is the closing price below 1,480 pts level. (Hourly time frame)
28
June
Based on the breakout of the VNIndex, its uptrend is still intact in the short term. Therefore, traders can hold long positions and focus on leading stocks.
28
June
In this quarterly review, the VN DIAMOND Index rebalances its weight according to the new free-float rate. While VN30Index is expected to add SAB, GVR, and ACB and remove REE, SBT, and TCH.
27
June
All recommended long positions on VN30F2107 should be held and stop the loss only when there is the closing price below 1,480 pts level. (Hourly time frame)
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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