Analysis Center
14
April
Covered warrant: Return of positive sentiment
Although the reduction in trading activity indicates prevailing market caution, the CWs market demonstrated positive signals over the past week, evidenced by a significant increase in the number of warrants...
14
April
SBV boosts liquidity injection while greenback weakens
This week, the SBV continued its liquidity injection for the third consecutive week, stepping up its support to the banking system. The interbank curve remained mostly unchanged, while USDVND eased....
14
April
Market Trader: Proprietary trading records strong net selling
After three consecutive weeks of net buying, proprietary traders reversed to net selling with a total value of VND4.9tn.
14
April
Market commentary: Recovery continues
The market maintained its strong recovery momentum, building on the positive sentiment from the previous session, supported by significantly increased demand across various sectors. Furthermore, high liquidity levels indicate that...
14
April
Derivatives: Liquidity rises
Although the market has seen two strong recovery sessions, volatility continues to increase sharply. Therefore, traders should remain cautious, monitor the market closely, and time their entry into new positions...
14
April
Chart of the day: A V-shaped bottom?
Despite last week’s recovery, market volatility remains elevated. This suggests that risks persist, and investors should remain cautious while monitoring further signals.
11
April
Market commentary: Market rebounds into positive territory
The market staged a significant rebound following four sessions of sharp correction, buoyed by positive macroeconomic developments. This turnaround bolstered investor confidence, triggering a strong resurgence of cash flow and...
11
April
Derivatives: Sharp drop in liquidity
Despite the strong rebound, volatility continues to rise sharply. As such, traders should remain cautious, monitor market developments closely, and carefully time their entry for new positions.
10
April
Power sector – Preview – [NEUTRAL] – 1Q25F Preview: Hydropower and renewable energy shine
Electricity consumption in 1Q25E is estimated at 73bn kWh (+5% yoy), in which hydropower plants are expected to reach 14bn kWh (+26% yoy), accounting for 19% of production in the...
Featured Analysis
SBV boosts liquidity injection while greenback weakens
Market Trader: Proprietary trading records strong net selling
Market commentary: Recovery continues
Derivatives: Liquidity rises
Chart of the day: A V-shaped bottom?
Market commentary: Market rebounds into positive territory
Derivatives: Sharp drop in liquidity
