22
February
Short VN30F2103 after ATO session, take the profit at 1,140 pts zone and stop the loss when 1,190 pts level is pierced. Besides, place the long positions at 1,140 pts area and close all the positions if 1,120 pts level is broken.
22
February
Last week, buying activities kept overwhelming. Breaking down by sectors, selling activities mainly absorbed by Consumer Staples and Energy whilst Real Estate, Materials, and Financials attracted the most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond which attracted the total of USD8mn last week.
22
February
The short-term uptrend is confirmed as the index closes above all significant trending indicators. However, the 1,200-pts threshold is the strong resistance. Therefore, traders should increase the long position if the index closed above this threshold.
19
February
Short VN30F2103 after ATO session, take the profit at 1,140 pts zone and stop the loss when 1,190 pts level is pierced.
19
February
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 and captured positions at the buy zone (1,000-1,080 pts) and take action only when the next market leg is clear or there is the valid breakout at 1,200 pts zone.
19
February
In the short term, the uptrend is confirmed as the index closes above all significant trending indicators. However, the 1,200-pts threshold is the strong resistance. Therefore, traders should increase the long position if the index closed above this threshold.
18
February
Buy VN30F2103 at 1,140 pts zone, ride the upward swing and out all the positions when 1,120 pts level is broken.
17
February
The VNIndex crosses the 20-period moving average and closed above all significant trending indicators. That implies the short-term uptrend is confirmed. However, the 1,200-pts threshold is the strong resistance. Therefore, traders should increase the long position if the index closed above this threshold.
17
February
Long positions captured at 1,140 pts zone should be closed by half after ATO session. The remaining positions should be closed at ATC session. If 1,140 pts level is broken during the trading session, all the long positions must be out.
17
February
We increase our RNAV-based target price to VND38,800 thanks to 1) rising GDV of those projects backed by increasing average selling prices of 25-30% 2) deteriorating COE to 10% from 13% due to the lower risk free rate. Key risks in our models are the complexity of COVID-19 outbreak that hurting the sale events of NLG’s projects; slowdown of economy recovery.
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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