14
January
Buying activities overwhelmed selling pressure, recorded at USD43.6mn in net buy value, 16 times higher than the previous week. The flow of money into South East Asia accelerated, recorded the net inflow at USD23mn.
13
January
The current trend is not clear due to the consolidation is still maintained. In addition, the index completely formed rectangle pattern with unclear signal for breakout/breakdown. In this scenario, staying on the sidelines and waiting for the accurate breakout/breakdown is highly recommended.
07
January
Buying activities maintained across the market, recorded at USD2.7mn in net buy value, down 70% WoW. The flow of money into South East Asia turned to be positive, ended series of 4 weeks outflow, recorded the net inflow at USD1mn.
07
January
Real GDP decelerates in 4Q2019. GSO estimates the real GDP in 4Q2019 to reach VND1,214trn, growing 6.97% YoY, 34 basic points (bps)-lower than the growth rate in 3Q2019. Cumulatively, 2019 real GDP grows 7.02% YoY, 22bps-higher than 6.8% target stated in the Government Resolution 01/NQ-CP 2019.
06
January
The current trend is not clearly due to the consolidation of the VN-Index. In addition, the index completely formed rectangle pattern with unclear signal for breakout/breakdown. In this scenario, reducing the proportion of leading stocks and waiting for the accurate breakout/breakdown is highly recommended.
31
December
Selling pressure decreased strongly last week, down 60% WoW. Net buy value across the market was recorded at USD8.7mn. Outflow from South East Asia fell 85% WoW, recorded at net value USD6mn.
24
December
Despite the increase of selling pressure, net sell value (USD3.7mn) down 84% WoW thanks to the acceleration of buying activities. South East Asia continued to suffer increasing outflow, recorded at net value USD41mn, up 14% WoW.
19
December
Regarding to environment issues, we observe Hoa Phat’s remarkable efforts in both air, water and solid waste treatment though applying advanced technology to develop closed-loop systems.
16
December
SBV injected VND133.2trn into banking system via OMO market, including VND84trn via T-bill, and VND49.2trn via repo channels. Interbank interest rate on most of maturities hiked after hitting the bottom level of 2019 except for 9-month rate.
12
December
Although unexpected weather as well as gas shortage are shadowing the profitability of thermal plants, narrower electricity reserve margin and lower input price are investment highlights for Power sector in 2020. OVERWEIGHT. Stock pick: POW
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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