28
November
Market ended up to be net bought. Financials, Materials, and Consumer Staples, focusing on BID, CTG, SSI, HPG, VNM, and MSN. With ETF flow, inflow remained at Vietnam. Net inflow was USD23mn. The positive flow of money was mainly driven by the strong demand on VFMVN Diamond.
28
November
Long VN30F2212 after ATO session and stop the loss when there is the closing price below 945 pts level. (Hourly chart)
28
November
Despite the strong recovery, the short-term downtrend is dominant as the 1,000-pts threshold is the significant resistance. Therefore, traders should stay on the sideline and wait for the next signals.
28
November
The short-term downtrend is dominant as the index closes below the 20-period moving average.
25
November
Importantly, the selling pressure near 970 pts zone has formed the lower high pattern. In this case, traders should stay on the sidelines and wait for more accurate signal. (Hourly chart)
25
November
Market sentiment has become cautious as the short-term downtrend is dominant. Therefore, traders should stay on the sideline and wait for the next signals.
24
November
In Oct 2022, MWG’s net revenue fell by 11% yoy to VND10.9tn. Accumulating 10M22, MWG’s net revenue went up by 15% yoy to VND113.7tn and by 10M22, MWG has met 81% of the revenue guidance. BHX and An Khang would fail to meet the breakeven point in 4Q22F. MWG has delayed the breakeven timeline until 4Q23F, per management. MWG is estimated to meet the revenue target of VND140tn, however, NPAT may drop 10% yoy, fulfilling about 70% of the full-year guidance.
24
November
Importantly, the selling pressure near 970 pts zone has formed the lower high pattern. In this case, traders should stay on the sidelines and wait for more accurate signal. (Hourly chart)
24
November
The short-term downtrend is dominant due to the selling pressure at a high level. Therefore, traders should stay on the sideline and wait for the next signals.
23
November
Importantly, the selling pressure near 970 pts zone has formed the lower high pattern. In this case, traders should stay on the sidelines and wait for more accurate signal. (Hourly chart)
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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