26
June
Long VN30F2007 at 805 pts when this level is broken, take a profit at 835 pts and stop a loss at 795 pts. For short side, sell this instrument when 775 pts level is broken, take a profit at 760 pts and stop a loss at 780 pts.
26
June
In this context, the downside risk increases as the selling pressure is still intact. Thus, investors should reduce long positions, stay on the sidelines, and wait for the breakout or more confirmation signals.
26
June
In 1H20, Vinamilk estimates revenue to reach VND29,733bn (+7% yoy) and NPAT to reach VND5,872bn (+3% yoy). As recovering late since May 2020, Vinamilk expects school milk program to have higher revenue contribution in 2H20. For overall 2020, Vinamilk targets to reach yoy revenue growth of 5.7%, which are mainly driven by higher average selling price thanks to better product mix while sales volume will remain stable.
26
June
On 25 June, Hoa Phat held the 2020 AGM. Key issues covered were its plan in 2020 and Dung Quat update. We believe the positive 2020 plan and 2Q20 results came from the operation of Dung Quat to double long steel capacity and favorable market condition of agriculture segment.
25
June
According to Vinh Hoan, pangasius export volume to see a full recovery in Jun 2020 thanks to the recovery of restaurant channel in the U.S. after re-opening the economy and high demand in China and EU. In case the second wave of COVID-19 occurs in China, pangasius export can see a volume surge, driven by the increasing pangasius stockpiling to deal with pandemic.
25
June
The market sentiment maintains cautious in the short term due to selling pressure. The uptrend may be a reversal as the VNIndex closes below its 20-period moving average. Therefore, investors should wait for the breakout or more confirmation signals.
25
June
Long VN30F2007 at 805 pts when this level is broken, take a profit at 835 pts and stop a loss at 795 pts. For short side, sell this instrument when 775 pts level is broken, take a profit at 760 pts and stop a loss at 780 pts.
24
June
Long VN30F2007 at 805 pts when this level is broken, take a profit at 835 pts and stop a loss at 795 pts. For short side, sell this instrument when 780 pts level is broken, take a profit at 760 pts and stop a loss at 785 pts.
24
June
The downside risk has increased in the short term as the selling pressure at the afternoon session. Besides, the uptrend may be a reversal. Therefore, investors wait for the breakout or more confirmation signals.
24
June
On 24 June, Binh Minh held the 2020 AGM. Key issues covered were its plan in 2020 and 5M20 results.
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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