25
January
In the short term, the downside risk is still intact due to the high selling pressure at the 1,200-pts threshold of the VNIndex. Thus, traders should reduce long positions and wait for the next signals.
25
January
Last week, selling activities turned back to the normal level but continued to overwhelm. Breaking down by sectors, selling activities mainly absorbed by Materials and Financials whilst Real Estate continued to attract the most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF and X FTSE Vietnam which attracted the total of USD6.3mn last week.
22
January
In spite of the recovery, the short-term downside risk is still intact due to the selling pressure at the 1,200-pts threshold of the VNIndex. Thus, traders should reduce long positions and wait for the next signals.
22
January
VN30F2102 is traded at the unfavorable price compared to the support zone as well as market will go flat in the short-term. Thus, traders should stay on the sidelines and wait for the most valid trigger point.
22
January
As mentioned above, the short-term uptrend may reverse to go down due to the high selling pressure on large cap stock. Thus, investors should reduce their long positions and wait for the next signals.
22
January
In 4Q20, Vinh Hoan posted nearly VND1,947bn revenue (-8.3% yoy), which was mainly dragged down by 21.4% yoy decrease and 11.2% yoy decrease of export revenue to the U.S. and China. Vinh Hoan’s 4Q20 NPAT posted VND153bn (-23.1% yoy) in 4Q20, mainly dragged down by yoy narrowing gross margin.
22
January
Despite the bullish market, the downside risk is still intact in the short term as the selling pressure at the 1,200-pts threshold of the VNIndex. Thus, traders should reduce long positions and wait for the next signals.
21
January
VN30F2102 is traded at the unfavorable price compared to the support zone as well as market will go flat in the short-term. Thus, traders should stay on the sidelines and wait for the most valid trigger point.
21
January
The insurance market kick-off 2021 year with the official announcement about listing schedule on HSX from Military Insurance Company (MIG). According to HSX, MIG’s listing day is January 21st, reference price will be VND 15,550/ share. In Vietnam non-life insurance market, MIG is standing at 6th position among Top 10 largest companies.
20
January
Despite the gaining session, the downside risk is still intact in the short term. Thus, traders should reduce long positions and wait for the next signals.
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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