19
April
The VNIndex closes below the upper line of the small rectangle pattern, implying a false of the pattern. The uptrend is not clear in the short term. Therefore, traders should be careful and wait for the next signal.
19
April
As mentioned above, the all-time high is broken validly as well as bullish market is active. In this case, investors should hold the current positions and buy more on the first pullback (when 1,200 pts level is retested).
19
April
The captured long positions at 1,260-1,265 pts zone should not be closed and only stop the loss when there is the closing price below 1,250 pts level (Hourly time frame).
16
April
Buy VN30F2105 at 1,260-1,265 pts and only stop the loss when there is the closing price below 1,250 pts level (Hourly time frame).
16
April
Nam Tan Uyen’s 1Q21 revenue skyrocket 63.5% yoy to VND68bn mainly thanks to land transfer revenue growth of +74.3% yoy to VND55bn. The net profit boomed lower by 32.1% yoy to VND113bn due to marginal increase of financial income of VND86bn, 11.8% yoy.
16
April
On April 15, SZC held a 2021 AMG briefing for the upcoming business expansion plan. Key issues covered were the FY21F guidance, fund demand for residential property development. Per management guidance, FY21F earnings translate into a forward P/E of 23.5x and P/B of 3x, expensive with the local peer median at 15x and 2.1x, respectively.
16
April
Despite the contraction, the bullish market is still intact in the short term as the small rectangle pattern forms. That implies the target price is 1,350 pts. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
15
April
The captured long positions at 1,260-1,270 pts zone should not be closed, close half of the position when 1,300 pts level is reached, the remain positions should be closed at ATC.
14
April
The bullish market is still intact in the short term as the small rectangle pattern forms. That implies the target price is 1,350 pts. Therefore, traders should hold their long position and focus on leading stocks such as Banking and Real Estate.
14
April
Based on the long-term uptrend, traders can buy at 1,260-1,270 pts with a stop loss of 1,250.
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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