15
May
Last week, trading volume increased, staying above 4-week average, recording at 50.3mn shares. By underlying asset, covered warrants which have HPG as the underlying asset continued to attract the most of trading interest from both domestic and foreign investors.
15
May
Total Apr steel sales volume posted 535,640 tonnes, decreasing by 14.7% yoy and 5.6% mom. The 4M23 total finished-product sale volume dropped significantly to 2,117,172 tonnes, -30.7% yoy. Of which, all products sale volume declined due to high base in 2022.
15
May
Selling pressure has started to slow down but still faded the foreign demand, pushing the market to end up to be net sold. Net sell value was USD7mn. With ETF flow, outflow was active. Net outflow was USD11mn. There is still not a good sign for the stable inflow and outflow could be active in upcoming weeks.
15
May
This monthly report on Vietnam steel production is intended to track the developments in the steel market. During Apr 23, we observed a qoq improvement pause in total sales volume.
15
May
In April, MWG recorded a 20% increase m/m in revenue to VND9,700bn of which TGDD/DMX revenue was up 30% m/m due to a strong increase in air conditions sales and BHX revenue increased 3% m/m, reaching VND1.35bn per store per month. Per management, MWG gains market shares in cellphone & electric appliance fields due to a price-competitive strategy and they continue to pursue this price-competitive strategy for a long period, it is not a campaign.
15
May
Long VN30F2305 after ATO session and stop the loss when there is the closing price below 1,050 pts level (Hourly chart).
15
May
Although VN-Index recovered strongly, the uptrend is not confirmed due to selling pressure at 1,080-1,100 pts. Therefore, investors should be careful and keep their stock positions at a safe level.
15
May
The rebound phase is confirmed as well as bullish momentum is active. Thus, traders could open the long positions on leading stocks.
12
May
Traders should stay on the sidelines in order to avoid false trading signals.
12
May
In the short term, the VNIndex retests the 1,050-pts threshold. If the index crosses down this support, it will show a bearish 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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