Analysis Center

• Derivative
  • Covered warrants
  • Derivatives
• Investment strategy
  • Chart of the day
  • ETF Review
  • Fund flow
  • Market commentary
  • Market trader
• Macro
  • Economic indicators
  • Economic perspectives
  • Fixed income
  • Macro flash
• Sector and company
  • Company report
  • Sector report
• Strategic Report
• Transaction data
  • Business data
  • Market data

13

May

Market traders: Proprietary traders recorded strong net buying

Domestic institutions demonstrated a significant surge in trading activity, with a total value reaching VND85tn, an increase of nearly 400% from the previous week. Specifically, net buying accounted for VND41.7tn...

Report (71)

13

May

Market commentary: Positive developments

Cash flow continued to support the trend as the market recorded a positive session with improved liquidity. Furthermore, the index successfully tested its 50-period moving average and continued to maintain...

Report (47)

13

May

Derivatives: Testing the march 2025 peak

The uptrend has been confirmed with a strong gaining session and rising volume. Therefore, investors may consider maintaining long positions.

Report (56)

12

May

REE – Earnings review – [BUY] – 1Q25: Power segment remains key driver in 1Q25

REE recorded a revenue of VND2,068bn (+13% yoy). The gross margin record increased to 46% yoy (+6%p yoy), leading to the gross profit going up to VND950bn (+28% yoy). Additionally,...

Report (11)

12

May

MSH – Brief – [NONRATED] – Solid growth in 1Q25 but risks loom from 2Q25F onward

in 1Q25, MSH’s revenue posted to VND1,036bn (+34.5% yoy/ -27.5% qoq), the MSH’s revenue growth outperformed compared to Vietnam T&G export thanks to the robust growth of CMT orders. Gross...

Report (0)

12

May

SBV resumes liquidity injection

This week, the SBV returned to liquidity injection, albeit at a moderate level, into the banking system after three consecutive weeks of net liquidity withdrawal. The interbank curve flattened as...

Report (0)

12

May

Covered warrant: Cautious optimism

Trading activity in the CWs market last week continued to maintain caution, recording a second consecutive week of decline. However, the number of covered warrants with price increases continued to...

Report (53)

12

May

Market commentary: Intraday divergence

Despite the minor market correction, a positive indicator is that the index successfully maintained its position above the 20-period moving average, implying a short-term upward trend. Therefore, investors may consider...

Report (55)

12

May

Chart of the day: Buying signal?

The VNIndex confirmed the uptrend when it surpassed the 1,240-point level. Therefore, investors may consider reopening positions in leading stock groups.

Report (78)