Investment strategy

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14

January

Fund flow: Vietnam leads fund flows in SEA

Over the past week, Vietnam stood out as an attractive destination for fund flows, driven by strong demand and significant improvements. Therefore, we maintain our optimistic view that fund flows...

Report (65)

14

January

Market commentary: Demand dominates in the afternoon session

The stock market ended the session on a positive note, with gains across key indices. However, investor sentiment remained cautious as liquidity levels were insufficient to confirm a clear trend....

Report (58)

13

January

1Q25 Strategic Insight : Wait breakout signals

We believe that the stock market will continue its upward trend in 1Q25 and will soon surpass the 1,300-point zone, supported by (1) the recovery of the economy, and (2)...

Report (10)

13

January

Market Trader: Foreign investors continue to be net sellers

Foreign investors recorded their second consecutive net selling week with a net selling value of VND1.087tn. As a result, foreign investors have been net sellers in the first two weeks...

Report (42)

10

January

Market commentary: Low liquidity

Pessimism dominated the market as most sectors closed in the red territory. However, the decline was kept within a narrow range, and liquidity remained low, reflecting cautious sentiment among investors....

Report (56)

09

January

Market commentary: Intraday rebound

Despite the market’s recovery efforts and a return to positive territory, this rebound remains temporary, as intraday liquidity stayed at a low level. This indicates that downside risks have not...

Report (35)

08

January

Market commentary: Selling pressure dominates market

The market ended the session in a near-flat state. Additionally, liquidity remained high, indicating that downside risks have materialized. In this context, investors may consider gradually reducing the allocation in...

Report (68)

07

January

Fund flow: Easing capital outflow pressure

The overall fund flow activity in Vietnam during the week was relatively positive, especially in actively funds. We maintain that fund flows could turn positive into the 1H25.

Report (58)

07

January

Market commentary: Increased selling pressure

Although the market initially attempted to maintain its green momentum early in the session, strong profit-taking pressure led to a decline by the end of the session. Additionally, the increase...

Report (75)