30
May
A strong increase in the stock market is a good sign. Accordingly, if the VNIndex surpasses the threshold of 1,080 points, the uptrend will be confirmed. Therefore, investors should wait for the signals to open long positions.
29
May
Last week, trading volume increased, staying above 4-week average, recording at 63mn shares, a 2-month high. By underlying asset, covered warrants which have STB as the underlying asset continued to attract the most of trading interest from both domestic and foreign investors.
29
May
According to the GSO estimate, in May, the total agriculture export value remained stable at USD2.1bn (+2% mom, +19% yoy). Rice keeps being the highest value exported product with USD530mn (-8% mom, +37% yoy), and it accounted for 25% of total agriculture export turnover. Vegetables export value sharply rose by 22% mom and 67% yoy to USD500mn. Vegetables and fruits exporting value to China increased 30% yoy in 4M23. In 2Q23, Vietnam expected to boost durian and sweet potato sales to China market after China Customs certified more qualified export zones in Vietnam.
29
May
Selling pressure from foreign investors remained at a high level. The net selling value was USD54mn. With ETF flow, outflow was active. Net outflow was USD9mn. There is still not a good sign for the stable inflow and outflow could be active in upcoming weeks.
29
May
Due to the favorable risk/reward ratio, traders could open the long positions after ATO session. Long VN30F2306 after ATO session and stop the loss when there is the closing price below 1,050 pts level (Hourly chart).
29
May
Although the market enter a correction session, the VNIndex still end the session above the 50-period moving average. In the short term, this index is retest the 10-period moving average. Therefore, investors should stand aside and observe the next movements of the market.
29
May
The rebound phase is confirmed as well as bullish momentum is active. Thus, traders could open the long positions on leading stocks. However, position size should be low due to the active selling pressure near 1,080-1,100 pts area.
26
May
In the short term, the stock market may face the downside risk as the VNIndex closes below the 10-period moving average. However, the index still closed above the 50-period moving average, showing the signals lose consensus. Therefore, investors should be careful with their investment decisions.
26
May
Due to the favorable risk/reward ratio, traders could open the long positions after ATO session. Long VN30F2306 after ATO session and stop the loss when there is the closing price below 1,050 pts level (Hourly chart).
25
May
Although the market continues to decrease, the VNIndex still closes above the 50-period moving average. Accordingly, more signals are still needed to confirm the market's trend. Therefore, investors should stand aside and observe the next movements of the market.
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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