23
March
Long positions captured at 1,200 pts level should be held, close half of the positions when 1,250 pts level is hit and stop the loss when 1,185 pts level is broken (when there is the closing price below this level (Hourly time frame)). For new positions, buy VN30F2104 after ATO session and follow the exit plan above.
22
March
Last week, foreign supply continued to overwhelm, but selling pressure slowed down. Breaking down by sectors, selling activities mainly absorbed by Financials, Consumer Staples, and Real Estate whilst Energy kept attracting the most foreign demand across the market. Vietnam recorded the first week of inflow. Of which, VFMVN30 ETF kept leading the outflow which recorded the strong divestment (USD6.7mn). However, the money outflow has been fully recovered by the positive flow of money across VFMVN Diamond (USD16mn).
22
March
Based on the contraction, the market sentiment has become cautious in the short term. That implies the downside risk is still intact. Until VNIndex breaks the 1,200-pts threshold, traders should be careful and wait for the confirmation signals.
22
March
Long positions captured at 1,200 pts level should be held, close half of the positions when 1,250 pts level is hit and stop the loss when 1,185 pts level is broken (when there is the closing price below this level (Hourly time frame)).
19
March
As mentioned above, there is no signal for the bearish momentum in the medium- and long-term as well as we are still in the uptrend. Thus, investors should hold the current positions as well as the captured positions at the buy zone (1,000-1,080 pts) and increase proportion of leading stocks when breakout at 1,200 pts level is validated.
19
March
Buy VN30F2104 at 1,200 pts level, close half of the positions when 1,250 pts level is hit and stop the loss when 1,185 pts level is broken (when there is the closing price below this level (Hourly time frame)).
18
March
Despite the sharp recovery, the VNIndex has not broken out the 1,200-pts threshold. Therefore, the downside risk is still intact. Until then, traders should be careful and wait for the breakout to confirm the bullish market.
18
March
In the 2Q21 review, FTSE Vietnam Index will add PDR and DXG and not remove a ticker, while VanEck Vectors Vietnam ETF (VNM ETF) will add KBC and not exclude Vietnam stocks in this quarterly review.
18
March
Despite the recovery, the downside risk is still intact because of the selling pressure of foreigners. Moreover, the index reaches the 1,200-pts threshold, which is the strong resistance. Therefore, traders should be careful and wait for the next signal to confirm the current trend.
18
March
In this context, traders should stay on the sidelines, wait for the new traded price of the upcoming contract to capture the valid trigger point.
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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