Investment strategy
15
January
Market commentary: Cautious sentiment
Downside risks continued to rise as the market recorded another consolidation session. Furthermore, the VNIndex remained below most major moving averages, indicating that the short-term downtrend persists. Hence, investors should...
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...
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....
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)...
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...
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....
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...
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...
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.
Featured Analysis
Derivatives: Divergence during the session
Market commentary: Cautious gains
Fund flow: Capital outflows intensify across SEA
Market commentary: Market recovery
Derivatives: Bull trap?
Derivatives: Bearish signal
Market commentary: Negative sentiment dominates the market
