Tiếng Việt
普通话
15
June
Daily derivatives: The tightening phase
In this case, traders should short this instrument when 780 pts level is broken, take profit at 755 pts and stoploss at 790 pts.
Research Center
12
June
Market commentary: Intraday rebound
In the short term, downside risk starts to increase and the uptrend is not stable. Therefore, investors should consider reducing the long positions and wait for the next signals.
12
June
Chart of the day: First bearish signal
Despite the intraday rebound last Friday, the short-term uptrend is not stable due to cautious market sentiment. Moreover, downside risk starts to increase. Therefore, investors should consider reducing the long positions and wait for the next signals.
12
June
HT1 – AGM Brief [BUY +18.6%] Consistent and stable in 2020
On 12 June, HT1 held 2020 AGM. Key issues covered were its plan in 2020 and capex in the following years.
12
June
Daily derivatives: The short-term downtrend
In this case, traders should short this instrument when 827 pts level is retested, take profit at 775 pts and stoploss at 835 pts.
11
June
Market commentary: High pressure of profit-taking activities
The market sentiment has become cautious as a significant loss of the VNIndex. In the short term, the downside risk begins to increase. Therefore, traders should consider reducing long positions.
10
June
Daily derivatives: The final leg
Long VN30F2006 at 835 pts, take profit at 860 pts and stoploss immediately at 830 pts.
10
June
ETFs review 3Q20: VanEck Vectors Vietnam ETF (VNM ETF)
Based on data of 29 May, we forecast that VanEck Vectors Vietnam ETF (VNM ETF) will be added STB and not excluded Vietnam stocks in this quarterly review.
10
June
Market commentary: Consolidation
Although the consolidation, the short-term uptrend is still intact thanks to optimist market sentiment. Therefore, traders can hold long positions and focus on leading stocks.
10
June
Domestic areas rebound
May’s data recorded a recovery in some macroeconomic indicators as both CPI and IIP bounced back markedly after hitting their lowest levels in April. On the opposite, related-external factors, such as FDI and trade, were yet to improve as data in those areas continued to decline further. However, some new positive signs are emerging lately as data for PMI and the consumer confidence indices from some advanced economies, such as the U.S., Japan, and South Korea, are losing downward momentum. From our perspective, the timing for Vietnam's economy to pick up again will depend on the post-crisis recovery in the economies of our major partners, likely in the next couple of months.
Featured Articles
15
March
Point Break
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
Outlook 2022 – The Big Uptrend
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
Time to bet on economic recovery?
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
Fragile hope of recovery path under the worst outbreak
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
INFLATION: A transient or long-lasting shock?
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.