09
December
The VNIndex still closes above the 1,000-pts threshold, implying a bullish market in the short term. However, the downside risk is still intact around 1,100 pts. Therefore, traders should wait for the next signals before investment decisions.
08
December
Long position on VN30F2212 should be held and stop the loss when there is the closing price below 1,000 pts level. For new long positions, traders should wait for the short-term consolidation phase in order to capture the better entry. (Hourly chart)
08
December
Based on the second contraction, the market trend becomes negative. If the VNIndex closes below the 1,000-pts threshold, the bearish market will return. Therefore, traders should wait for the next signals before investment decisions.
07
December
Long position on VN30F2212 should be held and stop the loss when there is the closing price below 1,000 pts level. For new long positions, traders should wait for the short-term consolidation phase in order to capture the better entry. (Hourly chart)
07
December
Based on the sharp contract, the market trend become negative. If the VNIndex closes below the 1,000-pts threshold, the bearish market will return. Therefore, traders should wait for the next signals before investment decisions.
06
December
The development of the forex market is in the spotlight this week when USDVND experienced a significant drop of 0.13% compared to the last week. The cooling USDVND is attributable to the less hawkish tone from Fed’s talks and possible foreign capital inflow via the capital market. Besides, funding condition in the money market keeps stable this week interbank trading value remains high with a slight change in interest rate.
06
December
PLX adjusted its 2022F guidance from VND186tn revenue (+10.1% yoy) and VND3.1tn PBT (-19.1% yoy) in June to VND240tn revenue (+42.0% yoy), and VND300bn PBT (-89.4% yoy) due to abnormal difficulties. Per the company, the petroleum business is estimated to lose VND1,450bn due to towering inventory provision. The company estimates inventory provision of over VND600bn in 4Q22 and VND3,200bn for the full-year 2022F
06
December
Long position on VN30F2212 should be held and stop the loss when there is the closing price below 1,000 pts level. For new long positions, traders should wait for the short-term consolidation phase in order to capture the better entry. (Hourly chart)
06
December
The market sentiment has become optimistic as the VNIndex resumes to go up. That means a bullish trend. Therefore, traders may hold a long position on leading stocks.
06
December
Last week, trading volume remained at high level across the covered warrant market thanks to the sharp rebound of the overall market. Besides, trading value also surged, recording at VND51bn, a 3-month high. By underlying asset, covered warrants which have STB as the underlying asset attracted the most of trading interest from both foreign and domestic investors, mainly driving by CSTB2215 (34.6%) and CSTB2222 (61.8%).
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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